About Luke

Luke Persico is a Relationship Manager with J.P. Morgan Wealth Management.

As a member of the OCB Group, Luke's responsibilities include due diligence, portfolio analysis, business development, and client reporting. He also serves on the OCB Group's Investment Committee, helping build customized portfolios for clients.

Luke graduated from the University of California, Los Angeles with a B.A. in Political Science and concentration in International Relations. Before joining financial services, Luke began his career as a professional baseball player in the Oakland A's organization, where he played for four years. After his playing career, Luke served as a Client Relationship Analyst at First Republic and then as a Wealth Strategy Associate at UBS, where he helped construct, maintain, and report on client portfolios. Luke transitioned to J.P. Morgan in his current capacity in 2023. He holds FINRA Series 7 and 66 licenses.

Luke grew up in the Southern California and currently lives in Sausalito with his wife. In his spare time, he enjoys traveling and spending time outdoors.

Insights

Cybersecurity

5 ways to boost your kids’ fraud prevention savvy

October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Investing

The agony & the ecstasy

October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Markets

T-minus 75 'til 2025: What every investor should know

October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read 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.