Rebecca PicazoRebecca Picazo
Investment Associate

"I was initially attracted to the financial services industry because of its dynamic markets, varied clients and wide-ranging responsibilities."

About Rebecca

Rebecca Picazo is an Investment Associate with J.P. Morgan Wealth Management and 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.

Rebecca has 20 years of experience in the investment management industry, beginning with Dean Witter (now Morgan Stanley) from 1996 to 1998, Bear Stearns from 1998 to 2005, and Union Bank from 2005 to 2007. She rejoined Bear Stearns, J.P. Morgan's predecessor firm, in 2007, transitioning with her team to her current role.

Rebecca graduated from the University of La Verne with a Bachelor of Science in Business Administration, and earned an M.B.A. in Global Management from the University of Phoenix. She and her husband live in Azusa, with their son, a rising baseball star, and daughter, who is a cheerleader and plays soccer.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(310) 229-2131rebecca.picazo@jpmorgan.com