Adam L Frank

Current Employers

Employment History

• 10/2010 → Present
  Jpmorgan Chase Bank, Na.
  New York, NY
• 10/2008 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 04/2024 → Present
  Article Third (A) Trust F/B/O Marylin Frank Under The Richard N.
  Garden City, NY

Other Businesses

Entity Name: Article Third (A) Trust f/b/o Marylin Frank under the Richard N. Frank Revocable Trust dated October 10, 2014 Investment related: No "Address: 305 Whitehall Blvd. So. Garden City, NY 11530" Nature of the other business: Revocable Trust Position/Title/Relationship: Advisor of another company Start Date: 04/17/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Co-Trustee with my brothers of a trust created for my mother when my father died. My mother was the nominated successor trustee but renounced her appointment. Entity Name: Lillian Zuckerman Revocable Trust f/b/o Chaye Shapot Investment related: Yes "Address: 22 Riverside Drive New York, NY 10023" Nature of the other business: Trust Position/Title/Relationship: Owner/Partner Start Date: 01/25/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a co-trustee. There is no connection to JPMC. Entity Name: Alexandra K Nolan Special Trust Investment related: Yes "Address: 816 Brookwood Road Bryn Mawr, PA 19010" Nature of the other business: Trust Position/Title/Relationship: Owner/Partner Start Date: 02/25/2013 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a co-trustee. The grantor of the trust and investment manager is a financial advisor in the J.P. Morgan Advisors line of buisness; the trust is for his wife and children. His wife is my co-trustee. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-25

Other Names

• Adam Lee Frank