Jackson Rapp

As a Client Service Associate, Jackson works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Jackson is able to provide our clients with worry-free solutions to some of their daily stressors.

Jackson earned his bachelor’s degree from Oregon State University in finance, with a focus in financial planning. Jackson started his career in the financial services industry at Coldstream as an intern in the summer of 2025, becoming a full-time Client Service Associate in the fall. Jackson looks forward to continuing his financial career with us and working closely with the clients we serve.

THE MOST TREASURED THING I OWN

My signed concert poster collection.

ONE PIECE OF ADVICE

If you want someone to do something, make it easy for them.

HOBBIES

I enjoy snowboarding, fishing, hiking, surfing, running, and scuba diving.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned financial services firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.