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Tracey Gluck

Tracy Gluck

Managing Director

Tracey Gluck is a Managing Director and Financial Advisor with J.P. Morgan Securities, the wealth management division of J.P. Morgan, and founded The Gluck Group. She is also a Portfolio Manager in the firm’s exclusive Portfolio Manager Program (PM Program), a select group of advisors who have passed a screening process and are reviewed regularly on both a quantitative and qualitative basis. Focusing on clients in transition, she assesses their current and long-term needs, time horizon and risk tolerance. She then designs tailored portfolios to achieve their objectives, employing J.P. Morgan’s vast array of services and thought leadership resources.

Tracey was trained as a special education teacher, but had a passion for investing, which ultimately led to her career in financial services. Joining an investment firm in the human resources department, she studied finance at night as a precursor to becoming a financial advisor. Her disciplined approach to asset allocation and portfolio diversification is founded in fundamental and technical analysis. Her clients trust her to guide them in making solid investment decisions and staying the course when markets are challenging.

Joining J.P. Morgan’s predecessor firm, Bear Stearns, in 1985, Tracey then transitioned to the firm in 2008 in her current role. In 2017, Tracey was named one of Forbes Top Women Wealth Advisors.1 Honored by Barron’s in 2010 as one of the country’s Top 100 Women Financial Advisors2, she also received the Century City Chamber of Commerce’s 2011 Women of Achievement Award and the Chaka Khan Foundation’s Mentor Award.

Tracey graduated from the University of Southern California, earning both B.A. and M.A. degrees. She lives in Beverly Hills and enjoys skiing, travel and photography. Active in the Special Olympics, and on the board of The Children’s Institute, an organization that serves the most at-risk and overlooked youth in Los Angeles, she also volunteers with Best Friends, the largest animal rescue organization in the country.

Phone: 310.201.2610
Email: tracey.gluck@jpmorgan.com

Registered States: AZ, CT, FL, IL, KY, MI, MO, NV, NY, OK, RI, TN, VA, CA, DE, GA, IN, LA, MN, MT, NJ, NC, SC, OR, TX, WA, CO, DC, HI, KS, MA, MS, NE, NM, OH, PA, SD, UT, WI

1America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

2The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

Awards or rankings are not indicative of future success or results.

Learn more about our firm and investment professionals through FINRA BrokerCheck.

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 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 be 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.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

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

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