
Rebecca PicazoRebecca PicazoVice PresidentInvestment Associate
About Rebecca
Rebecca Picazo is a Vice President and Investment Associate with J.P. Morgan Wealth Management.
She leads The Gluck Group's lending initiatives, including residential mortgages and home equity lines. In addition, her responsibilities include pursuing new business opportunities, marketing, and performing due diligence and reporting on mutual funds and alternative asset managers.
Rebecca was initially attracted to the financial services industry because of its dynamic markets, varied clients and wide-ranging responsibilities. After college, she began her career in operations, and then became a sales assistant, where she coordinated a training program. Her vast experience, professionalism, and constant determination have helped contribute to the success of The Gluck Group today.
With over 25+ years of experience in the investment management industry, Rebecca began with Dean Witter (now Morgan Stanley) from 1996–1998, Bear Stearns from 1998–2005, and Union Bank from 2005–2007. She rejoined J.P. Morgan's predecessor firm in 2007, transitioning with her team to her current role.
Rebecca graduated from The University of LaVerne with a B.S. in Business Administration, and earned an M.B.A. in Global Management from The University of Phoenix. She and her husband live in Covina with their son, who is in college, and daughter, who is a cheerleader and plays softball.
Insights

Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
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Retirement planning: Contribution limits for 2026
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Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
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Incentive stock options and the AMT
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New Year, new perspective (on your financial future)
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Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
