We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message

The Gluck Group

Wealth Partners at J.P. Morgan

The Gluck Group

Our group thrives on creating trusted, caring relationships with each client.


 

310.201.2610

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Welcome

The Gluck Group is a team of women professionals strategically positioned to assist a diverse client base in working toward their financial goals. Combining a unique set of backgrounds and specialized skills, including law, teaching and community outreach, we relate to a myriad of discrete financial situations. Our team thrives on creating trusted, caring relationships with each client.

With over 80 years of combined experience, the team focuses on equipping every client with financial acumen, coupled with unparalleled personal service, as we guide them in making informed decisions.

Blending asset allocation, investment strategy, wealth preservation and risk management, The Gluck Group creates customized portfolios designed to achieve specific goals. Every client receives the attention, professionalism and respect they deserve to help address their expectations for their financial futures.



Awards & Recognition

Featured in

Featured in

2021_RankIcons_fnl
Top 1200 Barron's Financial Advisors 2020
2020_RankIcons_fnl
Forbes Best-In-State Wealth Advisors 2020
Financial Times Top Financial Advisers 2020

Barron's1

Top 1,200 Financial Advisors

2021 · 2019 · 2018 

Top 100 Women Financial Advisors

2021 · 2020 · 2019 · 2018 · 2017 · 2010

Forbes2

Best-In-State Wealth Advisor

2021 · 2020 · 2019 · 2018 

Top 100 Women Wealth Advisors

2021 · 2020 · 2019 · 2018 · 2017

Financial Times3

Top 400 Financial Advisers

2020 · 2018

Los Angeles Business Journal4

Most Influential Wealth Managers

2019

Meet Our Team

Click a profile to learn more about each member

Tracey Gluck

Managing Director


310.201.2610

tracey.gluck@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Mika Cogdill

Wealth Advisor


310.201.2661

mika.cogdill@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Rebecca Picazo

Investment Associate


310.229.2131

rebecca.picazo@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Karla Michelle Taylor

Client Associate


310.201.7807

karla.johnson@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

Stacy Eller

Client Associate


310.201.7701

stacy.eller@jpmorgan.com

2029 Century Park East, Suite 3700
Los Angeles, CA 90067

1. The Barron’s 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 selection abilities.
2. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.
3. Barron's “Top 100 Women Financial Advisors,” June 18, 2021. Barron’s “Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high client retention, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice.  The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s past or future performance.  Neither J.P. Morgan Wealth Management nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
4. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (March 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.
5. Methodology for Los Angeles Business Journal’s “Most Influential Wealth Managers”: We invite our readers and the business community to nominate outstanding Wealth Managers in LA County. A Publisher’s Executive Committee reviews the careers of the most notable wealth management professionals in the region and selects some of the very best to be showcased in this feature. Awards or rankings are not indicative of future success or results.

 

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

Equal Housing Opportunity logo

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.

Please read additional Important Information in conjunction with these pages.