Courtney Obrist

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

• 03/2024 → 05/2025
  Jp Morgan Securities Llc
  Portland, OR
• 03/2022 → 06/2025
  Papos Pizza Pub Llc Dba Geno's Grill And Bar
  Gresham, OR
• 01/2024 → 02/2024
  Dj Staffing Llc Dba Timber Pub And Grub
  Boring, OR
• 05/2018 → 12/2023
  Guild Mortgage Company
  Portland, OR
• 11/2016 → 05/2018
  Clackamas County Bank
  Gresham, OR
• 08/2012 → 12/2016
  Bumpers Grill And Bar
  Fairview, OR
• 04/2017 → 03/2022
  Rkg Llc Dba Geno's Grill And Bar
  Gresham, OR
• 06/2025 → 12/2025
  Edward Jones
  St Louis, MO
• 12/2025 → Present
  J.P. Morgan Securities Llc
  Portland, OR
• 12/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Portland, OR

Previous Registrations

• 2025-07-26 → 2025-12-15
  Edward Jones
  Gresham, OR

Other Businesses

Effective 12/15/2025 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
  2025-07-25

Other Names

• Courtney Cristine Obrist
• Courtney Obrist
• Courtney C Obrist