Luke Persico

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 04/2023
  First Republic Investment Management, Inc
  New York, NY
• 01/2020 → 02/2020
  O'SHaughnessy Asset Management
  Stamford, CT
• 03/2020 → 11/2020
  Unemployed
  New York, NY
• 07/2019 → 01/2020
  Unemployed
  San Diego, CA
• 06/2016 → 06/2019
  Oakland Athletics
  Oakland, CA
• 09/2013 → 06/2019
  University Of California - Los Angeles
  Los Angeles, CA
• 04/2023 → 11/2023
  Ubs Financial Services
  New York, NY
• 12/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 12/2023 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA

Previous Registrations

• 2023-04-25 → 2023-11-24
  Ubs Financial Services Inc.
  New York, NY
• 2021-04-01 → 2023-05-18
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY

Other Businesses

Effective 12/4/2023 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-01

Other Names

• Luke Persico
• Luke Giancarlo Persico