Rowan A Colby
Investment adviser representative at JGP Wealth Management, LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- JGP Wealth Management, LLCNov 2023 to now
- Morgan StanleyMar 2022 to Nov 2023
- UnemployedNov 2021 to Mar 2022
- Northwestern MutualDec 2020 to Nov 2021
- Dutch Brothers CoffeeJun 2019 to Jun 2020
- University of OregonSep 2017 to Oct 2020
- UnemployedJun 2000 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
JGP Wealth Management, LLC
$1.4BAssets managed
803Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7323826
- Firm CRD
- 290694