Frank Villarreal

Fagan Boshart Group

J.P. Morgan Securities
560 Mission Street, Suite 2400
San Francisco, CA  94105
Phone: (415) 772-3060
Fax: (415) 249-8568

 
Welcome

Frank Villarreal is a Financial Advisor and Vice President with J.P. Morgan Securities, the wealth management division of J.P. Morgan. His two core areas of specialization are the venture capital business and wealth management. He offers a wide variety of customized services to venture capital firms: he may assist them with strategies for block sales, assemble a J.P. Morgan team to discuss a secondary offering, help limited partners sell shares they have received in a distribution, or assist their investors (i.e., institutions, individuals and family trusts) with transactions. He also works with the C-level executives and founders of companies that have been active in the M&A arena.

In the wealth management area, Frank provides comprehensive asset management strategies to help clients achieve their long-term goals. His broad client base includes retired executives and executives in the later stages of their careers, entrepreneurs, widows and clients with a broad range of investing experience. Frank's approach is to take a holistic view at each client's entire financial picture, from their insurance needs, to their investments and real estate holdings. His objective is to be a trusted, impartial advisor who is there to support and guide his clients.

Frank has more than 20 years of experience in the financial services industry. Prior to joining J.P. Morgan Securities in 2009, he worked at Credit Suisse (2001–2008), and before that, at Hambrecht & Quist (1998–2001). He began working as a Financial Advisor at Merrill Lynch in 1993, but his first industry experience dates back to 1988, when he interned at Bear Stearns while attending college, before moving into corporate finance.

Frank received a B.A. in Finance from San Francisco State University. He is an expert skier. When he's not on the slopes, Frank, a wine enthusiast and an adept chef, spends time in wine country, learning the craft, or checking out the newest restaurants in San Francisco.

Phone: (415) 772-3060
Fax: (415) 249-8568
Email: frank.villarreal@jpmorgan.com

Registered States:
CA, GA, HI, ID, IL, IN, IA, KS, MD, MA MI, MS, MO, NV, NY, NC, OH, OR, PA, TX, VA, WA, WV, WI

About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (“JPMS”). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

Investment products: Not FDIC insured · No bank guarantee · May lose value
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