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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

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What We Do
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Insights & Advice
About Us
Jeremy Frank
Managing Director, Houston Market Manager

Jeremy Frank is a Managing Director and the Houston Market Manager at J.P. Morgan Private Bank. Jeremy leads a team of 130 Bankers, Investment Specialists, credit executives and former practicing trust/estate attorneys who oversee $70 billion in total client positions. Together, they advise some of the area’s largest and most successful individuals, family offices, corporate executives, private equity firms, institutions and endowments that seek the intellectual strength of a premier financial organization. 

A native of Houston, Jeremy plays an influential role in driving the strategic priorities for the region, serving as a gateway to best-in-class capabilities so that clients can fulfill their purposes and leave meaningful legacies. He is a member of the Houston Market Leadership Team, a group of J.P. Morgan’s most senior leaders, and the face of J.P. Morgan in the community. 

Jeremy ensures his team is at the forefront of intergenerational estate planning, investing, business structuring, tax mitigation, and other sophisticated investment and planning strategies. He has a long history of partnering directly with clients, and is brought in to consult on complex deals and orchestrate access to the Commercial & Investment Bank and other lines of business.

Jeremy was twice selected for the Morgan Circle, a small group of J.P. Morgan Private Bankers from across the country who have been honored for their exceptional performance. In addition to his impact in Houston, he has traveled internationally to help other J.P. Morgan teams build and execute their strategic visions.

Throughout a 15-year career, Jeremy has amassed a strong background in startups, capital raise and exit strategies. Previous roles include a Senior Portfolio Advisor at Merrill Lynch and a Senior Partner at Novodyn Advisors, a Houston-based hedge fund. Jeremy holds a B.S. in Economics with a focus in Finance from Texas A&M University. 

Jeremy, his wife, and their four young children are members of The Kincaid School community. He is an avid supporter of St. Jude/ALSAC, and is an emeritus member of the Past Presidents Council of the Southern Federation of SLAC. Jeremy is a national member of The Order of St. Ignatius, and a congregant of St. George Orthodox Christian Church.

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

 

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. 

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.

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