Jesse Colgan

Jesse Colgan

Client Service Associate

Jesse joined Guided Wealth Management as an intern in 2018 while he was a senior in college. He graduated magna cum laude from West Chester University in 2019 with dual Bachelor of Science degrees in Economics & Finance and a minor in Applied Statistics. After graduation, he accepted a full-time position with Guided Wealth as our Client Service Associate. Jesse is dedicated to providing clients with quality service and helping our team deliver a top-notch client experience. He is responsible for various business development projects, account servicing, and administrative tasks. Jesse is licensed to sell life & health insurance as well as fixed annuities in Pennsylvania and is currently studying for his Series 7 & Series 66 securities licenses.

In his free time, Jesse enjoys playing music, reading, fishing, tennis, singing in his church choir, and spending time with family and friends.

Phone 610-701-8427