About Noah

Noah Oxley is an Investment Associate with J.P. Morgan Wealth Management.

As a member of The CR | BI Group, he provides operational and administrative support for high-net- worth clients and private business owners. Noah's responsibilities include onboarding procedures, executing trades, monitoring transactions and ad hoc requests. He works diligently to deliver an excellent client experience.

Noah graduated from Florida State University with a B.S. in Finance. He is a CERTIFIED FINANCIAL PLANNER® professional. With three years of experience in financial services, he began his career in 2021 at J.P. Morgan Wealth Management as a Summer Analyst, where he first gained valuable relationship management experience. He joined The CR|BI Group in 2022 and is an important member of the team. He passed the FINRA SIE and holds Series 7 and 66 securities licenses.

Noah lives in Atlanta and is a member of the Atlanta FSU Alumni Association Group and The Financial Planning Association.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now