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Tracey Gluck
Focusing on clients in transition, I assess their current and long-term needs, time horizons and risk tolerance.

Tracey Gluck

Managing Director

Tracey Gluck


310.201.2610

tracey.gluck@jpmorgan.com

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

Awards & Recognition

Featured in

Featured in

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Top 1200 Barron's Financial Advisors 2020
2020_RankIcons_fnl
Print
Financial Times Top Financial Advisers 2020 FT 400 Ranking April 2020

Barron's1

Top 1,200 Financial Advisors

2021 · 2019 · 2018 

Top 100 Women Financial Advisors

2021 · 2020 · 2019 · 2018 · 2017 · 2010

Forbes2,3

Best-In-State Wealth Advisor

2021 · 2020 · 2019 · 2018 

Top 100 Women Wealth Advisors

2021 · 2020 · 2019 · 2018 · 2017

Financial Times4

Top 400 Advisers

2020 · 2018

Los Angeles Business Journal5

Most Influential Wealth Managers

2019

About Tracey

Tracey Gluck is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management, and the founder of The Gluck Group. She is also a Portfolio Manager in the firm’s exclusive Portfolio Manager 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 horizons 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 Wealth Partner. 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 J.P. Morgan in 2008 in her current role.

Tracey graduated from the University of Southern California, earning both a B.A. and an M.A. 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.

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-picking abilities. Awards or rankings are not indicative of future success or results.
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 nor SHOOK receives 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. America’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. Awards or rankings are not indicative of future success or results.
5. The  Financial Times ;400 Top Financial Advisers 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.
6. 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.

 

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