Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rowan? Claim Your ProfileRowan Colby is an investment advisor representative at JGP Wealth Management, LLC in Bend, Oregon. Rowan is also registered as an investment advisor representative in the state of Oregon. Rowan has experience in the financial services industry and has held previous positions at Morgan Stanley and Northwestern Mutual. Rowan has earned the Series 66, Series 7TO, and SIE securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
01/02/2025 - Present
JGP Wealth Management, LLC (BEND OR)
OR
03/07/2023 - 11/01/2023
MORGAN STANLEY (Portland OR)
BOTH
Issued 06/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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