About Courtney Obrist
Courtney Obrist is a Client Associate at J.P. Morgan Wealth Management.
Courtney provides diligent service and administrative support to clients of The Newman Jones Wealth Management Group, helping them streamline their financial affairs and regain time in their lives. Within the team, her areas of focus include account administration, money movement, documentation, client inquiries and team communications. Technically adept, Courtney is also a go-to resource for the firm's technology suite, sharing her knowledge of its systems.
Organized by nature, Courtney takes great satisfaction in making clients' financial lives easier. She approaches her work with a positive spirit, eager to ease the administrative burdens that substantial wealth can pose. An attentive listener, Courtney is also skilled in identifying the resources that align with client needs. Clients, in turn, appreciate Courtney's timely follow-through and committed service ethic.
Courtney joined J.P. Morgan Wealth Management in 2024. Previously, she spent more than six years with Guild Mortgage Company, where she honed her multi-tasking skills. She holds the FINRA Series 7 and 66 licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Outside the office, Courtney loves spending time with her family and friends, particularly camping, boating and being on the river. An animal lover, she dotes on her dog, Rip, and two cats, Balenci and Fendi.
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