About Courtney

Courtney Simonton is a Senior Client Associate at J.P. Morgan Wealth Management.

Courtney provides dedicated administrative and operational support to Douglas Feliciano, working to provide a preeminent experience to the team's high-networth clientele. Clients look to Courtney for a range of needs, including money movement, new account opening and account inquiries. Spurred by a strong work ethic, Courtney takes pride in making clients' lives simpler and easier, resulting in greater peace of mind and confidence in the direction of their finances.

Driven by a strong sense of purpose, Courtney is gratified to help clients resolve questions and pinpoint the resources they need. She caters to the singular nature of each person's preferences, building strong relationships that extend beyond wealth management to include an appreciation for all that clients have achieved—their professional success, families and personal interests.

Courtney joined J.P. Morgan Wealth Management in 2023, moving with her team. She began her wealth management career in 2022 at First Republic Private Wealth Management, where she was a Client Service Associate. A graduate of the University of California, Berkeley, Courtney earned her B.A. in Economics. She has passed the Securities Industry Essentials® (SIE®) Exam.

Originally from the Bay Area, Courney now lives in San Francisco. In her free time, she enjoys reading and writing.

Insights

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