Luke Persico
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Luke Persico? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J.P. Morgan Securities LLCDec 2023 to now
- JPMorgan Chase Bank, N.A.Dec 2023 to now
- UBS Financial ServicesApr 2023 to Nov 2023
- First Republic Investment Management, IncNov 2020 to Apr 2023
- UnemployedMar 2020 to Nov 2020
- O'shaughnessy Asset ManagementJan 2020 to Feb 2020
- UnemployedJul 2019 to Jan 2020
- Oakland AthleticsJun 2016 to Jun 2019
- University of California - Los AngelesSep 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7318984
- Firm CRD
- 79