Noah Oxley is a Client 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. With 2 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 is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation through Northwestern University.
Noah lives in Atlanta and is a member of the Atlanta FSU Alumni Association Group and The Financial Planning Association.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.