Rowan A. Colby

JGP WEALTH MANAGEMENT

Portland, OR 97205

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CRD#: 7323826

Professional summary

Rowan A Colby, who also goes by Rowan Avery Colby, is a registered financial advisor currently at JGP WEALTH MANAGEMENT, LLC located in Portland, Oregon.

Rowan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Rowan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rowan Avery Colby

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rowan A Colby's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 27, 2024 - Present

JGP WEALTH MANAGEMENT, LLC

Office #1: 1140 Sw Washington Street Suite 640, Portland, OR 97205

RIA

CRD#: 290694

Portland, OR

Past

June 27, 2023 - November 1, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Portland, OR

Past

March 7, 2023 - November 1, 2023

MORGAN STANLEY

CRD#: 149777

Portland, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JGP WEALTH MANAGEMENT, LLC

CRD#: 290694 / SEC#: 801-112288

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(8/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/6/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/5/2022

Securities Industry Essentials Examination

Current Firm

JGP WEALTH MANAGEMENT, LLC

CRD#: 290694 / SEC#: 801-112288

RIA

Registered Investment Advisory firm - (1/12/2018 Approved)

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Contact information

Main Address

2838 Nw Crossing Drive Suite 212, Bend, OR 97703

Mailing Address

Phone number

(503) 446-6450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/26/2025)

Regulatory assets under management

Total Number of Accounts	2,950
AUM (Assets Under Management)	$ 1,206,737,488

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Rowan A. Colby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rowan A Colby's CRS (Customer Relationship Summary).

Certified licenses

Experience

JGP WEALTH MANAGEMENT, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

JGP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2023

Series 7TO

Date: 3/6/2023

SIE

Date: 6/5/2022

Current Firm

JGP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JGP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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