Rowan Colby
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Rowan Colby Email & Phone Number

Client Services Associate at JGP Wealth Management at JGP Wealth Management
Location: Portland, Oregon, United States 9 work roles 4 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Work email r****@morganstanley.com
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Current company
JGP Wealth Management
Role
Client Services Associate at JGP Wealth Management
Location
Portland, Oregon, United States
Company size
16 employees

Who is Rowan Colby? Overview

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Quick answer

Rowan Colby is listed as Client Services Associate at JGP Wealth Management at JGP Wealth Management, a company with 16 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Rowan Colby.

Rowan Colby previously worked as Client Services Associate at Jgp Wealth Management and Wealth Management Associate at Morgan Stanley. Rowan Colby holds Bachelor Of Business Administration - Bba, Finance from University Of Oregon - Charles H. Lundquist College Of Business.

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Email format at JGP Wealth Management

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{first}.{last}@morganstanley.com
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Profile bio

About Rowan Colby

Rowan joins the JGP Operations Team as one of our Client Service Associates. Prior to joining JGP she worked at Morgan Stanley. She graduated from University of Oregon with a Bachelor of Science in Finance and Psychology. While at University of Oregon, she headed the Ambassador Program with Women in Business which provided her with invaluable mentorship experience both personally and professionally. She continues to offer her perspective and time to other young women in the industry.Rowan prides herself on seeing matters through to their resolution. Her steadfast curiosity and willingness to take ownership of anything brought to her attention aligns with JGP’s values and allows her to be a dependable resource for our clients. She is motivated by continuous improvement and surrounds herself with those who inspire her.She was born and raised on the Oregon coast, which helped form her passion for preserving our natural environment and fostering a healthier local community. Her passion for the outdoors dominates her time outside the office. Throughout the warmer months, you can find Rowan on the tennis court and once the winter months roll around, she can be found on the mountains snowboarding. She also enjoys hiking, reading, exploring Portland’s eateries, and cooking for her loved ones.To learn more about Will and JGP Wealth, please visit https://jgpwealth.com/---JGP Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where JGP Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by JGP Wealth Management, LLC unless a client service agreement is in place.

Current workplace

Rowan Colby's current company

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JGP Wealth Management
Jgp Wealth Management
Client Services Associate at JGP Wealth Management
portland, oregon, united states
Website
jgpwealth.com
Employees
16
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9 roles

Rowan Colby work experience

A career timeline built from the work history available for this profile.

Client Services Associate

Current
Jgp Wealth Management

Portland, Oregon, United States

Nov 2023 - Present

Wealth Management Associate

Morgan Stanley

Portland, Oregon Metropolitan Area

Mar 2022 - Oct 2023

Associate Financial Representative

Northwestern Mutual

Bend, Oregon, United States

Jun 2021 - Jan 2022

Teaching Assistant

University Of Oregon - Charles H. Lundquist College Of Business

Eugene, Oregon, United States

I conducted reviews of student executive summary memos, wrote constructive comments for each submission, and graded each piece against the Lundquist College of Business writing skills rubric. I assisted the Business Leadership & Communication instructor with creating a clear and concise grading rubric for future Teaching Assistants to reference..

Nov 2020 - Nov 2021

Head Of Ambassador Team

Uo Women In Business

Eugene, Oregon, United States

I co-developed a yearlong program to provide women with opportunities to bolster their resumes, improve their professional skill-set, and strengthen our club community. Executed an integrated marketing strategy aimed at current members and recruited and mentored 15+ Ambassadors. I Hosted 10+ interactive remote events, including skill-building workshops.

Apr 2020 - Jun 2021

Administrative Assistant

Fleetnurse

Eugene, Oregon, United States

Feb 2021 - Apr 2021

Barista

Dutch Bros Coffee

Eugene, Oregon, United States

I maintained a calm demeanor within a fast-paced, demanding work environment. Helped create and uphold exceptional customer experience through a positive attitude, active listening, patience, and understanding of other’s experiences & perspectives.

Jun 2019 - Jul 2020

Office Assistant & Child Care Provider

Juul Insurance Agency

North Bend, OR

Performed clerical work, ensured children were bathed and fed, chauffeured children to and from activities, educated them on proper behavioral etiquette and school subjects while maintaining a safe environment.

Jun 2017 - Sep 2018
Team & coworkers

Colleagues at JGP Wealth Management

Other employees you can reach at jgpwealth.com. View company contacts for 16 employees →

KB Kendra Biller Kendra Biller Colleague at Jgp Wealth Management Portland, Oregon, United States, United States View → JG Joe Gross Joe Gross Colleague at Jgp Wealth Management Portland, Oregon, United States, United States View → EP Emma Priser Emma Priser Colleague at Jgp Wealth Management Portland, Oregon Metropolitan Area, United States View → KS Kevin Sanger Kevin Sanger Colleague at Jgp Wealth Management Portland, Oregon, United States, United States View → RW Richard Warner Richard Warner Colleague at Jgp Wealth Management Portland, Oregon, United States, United States View → JL Jonathan Laws Jonathan Laws Colleague at Jgp Wealth Management Portland, Oregon, United States, United States View → JN Jami Noble Jami Noble Colleague at Jgp Wealth Management Bend, Oregon, United States, United States View → RC Ryan Coffee, Cfp® Ryan Coffee, Cfp® Colleague at Jgp Wealth Management Portland, Oregon, United States, United States View → SJ Shannon Jones, Cfa, Cfp® Shannon Jones, Cfa, Cfp® Colleague at Jgp Wealth Management Bend, Oregon, United States, United States View → KD Kim Davies Kim Davies Colleague at Jgp Wealth Management Gresham, Oregon, United States, United States View →
4 education records

Rowan Colby education

Currently Pursuing A Bachelor Of Science In Psychology, Industrial And Organizational Psychology, Junior Standing

University Of Oregon

High School Diploma

North Bend Senior High School

Activities and Societies: Student Council, Sacred Heart Medical Center NICU Fundraising Coordinator, Varsity Soccer, Varsity Track.

FAQ

Frequently asked questions about Rowan Colby

Quick answers generated from the profile data available on this page.

What company does Rowan Colby work for?

Rowan Colby works for JGP Wealth Management.

What is Rowan Colby's role at JGP Wealth Management?

Rowan Colby is listed as Client Services Associate at JGP Wealth Management at JGP Wealth Management.

What is Rowan Colby's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Rowan Colby at JGP Wealth Management.

Where is Rowan Colby based?

Rowan Colby is based in Portland, Oregon, United States while working with JGP Wealth Management.

What companies has Rowan Colby worked for?

Rowan Colby has worked for Jgp Wealth Management, Morgan Stanley, Northwestern Mutual, University Of Oregon - Charles H. Lundquist College Of Business, and Uo Women In Business.

Who are Rowan Colby's colleagues at JGP Wealth Management?

Rowan Colby's colleagues at JGP Wealth Management include Kendra Biller, Joe Gross, Emma Priser, Kevin Sanger, and Richard Warner.

How can I contact Rowan Colby?

You can use AeroLeads to view verified contact signals for Rowan Colby at JGP Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Rowan Colby attend?

Rowan Colby holds Bachelor Of Business Administration - Bba, Finance from University Of Oregon - Charles H. Lundquist College Of Business.

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