Top Wealth + Best-in-State · rank 13 · Los Angeles, California · listed firm: J.P. Morgan Wealth Management
Identity & firm
- Firm — J.P. Morgan Wealth Management (high)
- “J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Parent company — JPMorgan Chase & Co. (high)
- “J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “J.P. MORGAN SECURITIES LLC” — sec_finra_regulatory
- Team name — The Gluck Group (high)
- “Wealth Partners The Gluck Group” — firm_official
- Team size — 7 (high)
- “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” — firm_official
- CRD — 2143470 (high)
- “"ind_source_id":"2143470","ind_firstname":"Tracey","ind_lastname":"Gluck"” — sec_finra_regulatory
- Years experience — 35 (high)
- “"ind_industry_cal_date_iapd":"1991-05-15"” — sec_finra_regulatory
- Designations — — (medium)
- “Tracey Gluck Managing Director, Wealth Partner” — firm_official
Book of business
- Team AUM ($M) — 4300 (high)
- “Team Assets (Custodied) $4.3B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum account size for new business: $10M” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “Typical Net Worth of Relationships $10-50M” — forbes_shook
- Client niche — clients in transition; multigenerational family legacy (high)
- “Focusing on clients in transition, I assess their current and long-term needs, time horizons and risk tolerance.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"ind_bc_scope":"Active","ind_ia_scope":"Active"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://wealthpartners.jpmorgan.com/century-city/the-gluck-group (high)
- “Wealth Partners The Gluck Group” — firm_official
- Value proposition (verbatim) — "Our group thrives on creating trusted, caring relationships with each client." (high)
- “"Our group thrives on creating trusted, caring relationships with each client."” — firm_official
- Differentiators — Over 80 years of combined team experience, Backgrounds spanning law, teaching and community outreach, Blends asset allocation, investment strategy, wealth preservation and risk management, Founder is a Portfolio Manager in J.P. Morgan's exclusive Portfolio Manager Program, Specializes in clients navigating life transitions (high)
- “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 relations” — firm_official
- “Tracey Gluck is founder of The Gluck Group and a Portfolio Manager in J.P. Morgan's exclusive Portfolio Manager Program.” — firm_official
- Content marketing — occasional (medium)
- “Business Planning Introduction to succession planning for business owners August 7, 2026 A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next.” — firm_official
- Has podcast — no (medium)
- “Awards About Us Team Insights Connect” — firm_official
- Books published — 0 (medium)
- “Tracey Gluck is founder of The Gluck Group and a Portfolio Manager in J.P. Morgan's exclusive Portfolio Manager Program.” — firm_official
- Linkedin url — https://www.linkedin.com/in/tracey-gluck-4789508/ (medium)
- “Tracey Gluck - J.P. Morgan | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Tracey Gluck - J.P. Morgan | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Hall of Fame 2025, Barron's Top 100 Women Financial Advisors (2017-2025), ranked #13 in 2026, Barron's Top 1,200 Financial Advisors (2018-2025), Barron's Top 1,500 Financial Advisors 2026, Los Angeles Business Journal Most Influential Wealth Managers (high)
- “Awards and Industry Recognition Barron's Top 1,200 Financial Advisors 2025 • 2024 • 2023 • 2021 • 2019 • 2018 Top 100 Women Financial Advisors 2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019 • 2018 • 2017 Hall of Fame 202” — firm_official
- “Most Influential Wealth Managers: Tracey Gluck” — professional_press
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — https://dynl.mktgcdn.com/p/gIMxvicjQAIXGMBXexMP0hg02XFWoch2vpPEto-O0oQ/366x41.png (high)
- “” — firm_official
- “
- Visual brand notes — Standard J.P. Morgan Wealth Partners template: white ground, brown/bronze accent carets and arrows, corporate sans-serif type, professional team headshots and award badges. No team-specific visual identity. (high)
- “../permanent-b0b701/assets/images/headerCarot-brown.34feb8b5.svg” — firm_official
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