Welcome To:

Umpqua Investments

J. Eric Field, CFP®, CIMA®,
Chief Executive Officer

Jeani Winterbourne, President/COO
Jeani Winterbourne,CRPCSM President/COO

Ninety 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:

Fixed Income Strategy

When Debt Pushes Back

Investors should prepare for more interest-rate volatility ahead, and the possibility of a bond-market overcorrection that could offer investment opportunity. In this report, we evaluate the impact of changes on the domestic bond market and share our insights for investors. Please click the link below to learn more.


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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Join Us


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