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Frank Schickling

Frank Schickling

I understand the desire to grow, preserve and transfer your capital in a manner that is consistent with your personalized goals.



215.864.5859

1735 Market Street, Floor 31
Philadelphia, PA 19103

Welcome

Providing seasoned advisory guidance
I serve the investment needs of entrepreneurs, business owners, high-net-worth individuals and their families who have worked hard to acquire significant wealth and are looking for differentiated ways in which to make these assets work for them.

With more than 30 years’ experience building a multi-generational and holistic wealth management practice, I understand the desire to grow, preserve and transfer your capital in a manner that is consistent with your personalized goals. By providing you with tailored investment strategies that meet for your comprehensive requirements, my team and I attend to the astute organization of every aspect of your financial life:

  • Asset Management
  • Trust and Estate Planning
  • Lifestyle Goals
  • Spending Needs
  • Pre- and Post-Liquidity Planning
  • Diversification of Concentrated Positions
  • Charitable Transfer

As a trusted advisor for your family’s legacy, I provide leadership and direction to manage family dynamics across multiple generations. My team and I understand that the continuity of financial values is important and we assist with guiding and preparing younger generations for the responsibilities that accompany the inheritance of wealth.

I am backed by the investment platforms and intellectual capital of J.P. Morgan, a global leader in asset and wealth management. Clients benefit from boutique-level support combined with direct access to the powerful resources of one of the largest and most respected financial firms in the world.

Investment Approach

A focus on what matters most
I truly appreciate that the accumulation of assets is a result of your life’s work, ambition, opportunities and investments. With a practice that is comprised of multi-generational families, I have first-hand exposure to the sophisticated pressures and complex financial needs that often accompany significant wealth.

Whether you seek strategies for the diversification of concentrated positions or are in need of a properly structured trust and estate plan, my team and I are equipped to address the requirements that arise from the entirety of your financial circumstances. I am proud to serve as a trusted advisor to develop investment strategies that help these assets work for you.

A goals-based process
Recognizing that every client is different, I use a consultative process to get to know you and to uncover, develop and define your wealth management objectives. With an eye on both the present and future generations, I facilitate a deep discovery process to gain an understanding of your definition of risk and the concerns that are most impactful to you. These inputs lay the foundation for pursuing a successful outcome—asking the right questions and identifying what’s most relevant allows me to design tailored portfolios that target your individualized needs.

Emphasis on risk mitigation
Aggressive investment returns are not the primary goal—I seek steady performance that outweighs negative exposure. My focus is to design diversified portfolios that seek growth opportunities in a risk adverse manner. These portfolios may include a range of securities including blue chip stock, small- and mid-cap equity investments and foreign exposure. Ideally, I strive to identify pockets of upside potential that may offset downside risk.

Ongoing review and management
Just as economic and market conditions evolve, your goals and needs may transform as well and merit review and evaluation. Continuous portfolio evaluation allows me to rebalance allocations and remain flexible.Access point to J.P Morgan’s capabilities By tapping the extensive resources of J.P. Morgan, my team and I open up more of the firm’s offerings and opportunities to address the entirety of your advisory needs:

  • Trust and Estate Planning
  • Mortgages
  • Credit & Lending
  • Lifestyle Goals
  • Cash Management

As a client of the firm, you will benefit from the fiscal strength and stability of our fortress balance sheet to help safeguard your assets in all economic conditions.

A reputation built one client at a time
My goal is to offer a caring and individually-focused experience and I hold my team to exacting standards in the pursuit of delivering on that promise. We are privileged to serve at the pleasure of our clients and we will continue to act in your best interests.

Meet Our Team

Click a profile to learn more about each member

Frank Schickling

Executive Director


215.864.5859

frank.schickling@jpmorgan.com 

1735 Market Street, Suite 3110
Philadelphia, PA 19103

Sara Egan

Investment Associate


215.864.5855

sara.k.egan@jpmorgan.com 

1735 Market Street, Suite 3110
Philadelphia, PA 19103

 

Check the background of Our Firm and Investment Professionals on FINRA's 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.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). 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.

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

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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