Welcome To:

Umpqua Investments

Jeani Winterbourne, President/CEO

Jeani Winterbourne, President/CEO

Eighty years in the making, Umpqua Investments is a part of Umpqua Holdings Corporation. The Umpqua name stands for integrity, service and innovation in financial services. We have a common sense approach to investment services: Working together.

 

About Us

Featured Article:

Key Year-End Moves Toward a Lower Tax Bill

When it comes to tax planning, procrastination can be costly; the deadline for implementing most investment-related strategies to potentially help reduce your tax bill for this year is December 29, 2017. We have assembled a number of valuable tips you may be able to implement before the year ends to help reduce the amount you send the IRS and improve your overall financial picture.

NOTE:  This article was prepared by Wells Fargo Investment Institute and made available to Umpqua Investments through our relationship with First Clearing.

 

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Manage Your Account the Smart (Phone) Way

Introducing Mobile Brokerage, which allows you to do the following from your smartphone:

  • Check account activity and balance
  • Get real-time quotes, charts, symbol lookup, and option information
  • Mobile trading of stocks, ETFs and options
  • View and modify open orders
  • Get details on holdings
  • Read market news and access market data
  • Find market index information

 

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Welcome

Peter Williams,discusses what it is about Umpqua Investments' culture that attracts and retains the best financial advisors in the industry.

Career Opportunities

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck