Best Investors Account Sign in
Inactive

Rowan A Colby

Jgp Wealth Management, LLC

Portland, OR

Claim This Profile
Current Employers
Jgp Wealth Management, Llc

2838 Nw Crossing Drive Suite 212, Bend, OR 97703 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-02
  • OR RA
    APPROVED
    Since 2025-01-02

Branch Locations

1140 Sw Washington Street Suite 650, Portland, OR 97205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Portland OR 03/2022 11/2023
Northwestern Mutual Bend OR 12/2020 11/2021
Dutch Brothers Coffee Eugene OR 06/2019 06/2020
University Of Oregon Eugene OR 09/2017 10/2020
Unemployed North Bend OR 06/2000 09/2017
Unemployed North Bend OR 11/2021 03/2022
Jgp Wealth Management, Llc Portland OR 11/2023 Present
  • 03/2022 → 11/2023
    Morgan Stanley
    Portland, OR
  • 12/2020 → 11/2021
    Northwestern Mutual
    Bend, OR
  • 06/2019 → 06/2020
    Dutch Brothers Coffee
    Eugene, OR
  • 09/2017 → 10/2020
    University Of Oregon
    Eugene, OR
  • 06/2000 → 09/2017
    Unemployed
    North Bend, OR
  • 11/2021 → 03/2022
    Unemployed
    North Bend, OR
  • 11/2023 → Present
    Jgp Wealth Management, Llc
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-27
  • S66 Uniform Combined State Law Examination
    2023-06-27
Other Names
  • Rowan Avery Colby

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.
PINNACLE WEALTH ADVISORS
OSAIC WEALTH, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor