Jeff FrankosJeff FrankosExecutive DirectorWealth Advisor
About Jeff
Jeff Frankos is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a co-founder of The HFV Group, he leverages his capital markets background to provide executive service support for institutions, corporate executives and high-net-worth individuals.
Jeff works directly with limited and general partners of private equity firms to help manage the venture distributions of their concentrated stock positions. His targeted knowledge of restricted stock sales and options trading, employee stock purchase programs and 10b5-1 plans enables him to help clients diversify their holdings and make the most of their equity compensation opportunities. Following liquidity events, Jeff is skilled at developing sophisticated, tax-efficient planning strategies for holding and investing wealth. He helps ensure a seamless process to generate value for individuals and institutions.
With 16 years of industry experience, Jeff began his career with Charles Schwab, where he specialized in trading and trading operations. Eager to expand his capability set, he moved to Smith Barney to oversee its ESOP and ESPP desk. Subsequently, he worked for Thomas Weisel Partners, focused on high-net-worth client services. He joined J.P. Morgan in 2010, drawn to the firm's institutional research team and global investment platform.
In his free time, Jeff enjoys quality activities with his wife, Emilie, and their two children. He bowls at a professional level, and has many titles and records to his name.
Insights
5 things moving markets—besides the Fed
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Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read Now
How are markets adjusting to the ongoing crisis in Ukraine?
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New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead Now
The case for (always) staying invested
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There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowBlack women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowHow are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowThe intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowKey actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowNew York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowThe case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowThere’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowWhat impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowWhat you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowWill central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWill the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read Now