Welcome To:Umpqua Investments
Jeani Winterbourne, President/CEOEighty 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:How Do I Align My Investments With My Values?Social impact investing aims to align investors' personal values with their investment objectives. Investors can choose investments that exclude companies whose actions run counter to their values and instead invest in companies or vehicles that strive to make a difference and align with their principles. Click on the link below to find out more. NOTE: This article was prepared by Wells Fargo Investment Institute and made available to Umpqua Investments through our relationship with First Clearing.
Manage Your Account the Smart (Phone) Way
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Peter Williams,discusses what it is about Umpqua Investments' culture that attracts and retains the best financial advisors in the industry. |
Introducing Mobile Brokerage, which allows you to do the following from your smartphone:Contact Info
One SW Columbia Street, Suite 300
OR 97258
Phone: 503-226-7000 or 800-452-1929
Additional Pages
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LocationsMore InfoOregon
California
Washington
The SEC has recently adopted Rule 606, which requires all brokerage firms to make publicly available, reports on their order routing practices. In accordance with Rule 606, Umpqua Investments’ order routing statistics are available by clicking here. When asked to enter the broker name, enter Umpqua Investments using no punctuation. 2016 Umpqua Investments | Member FINRA
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Umpqua Investments, Inc., is an affiliated company of Umpqua Bank. Umpqua Investments Inc., is not a bank. Securities, managed investments, insurance products and wealth management services are offered through Umpqua Investments, Inc., Member FINRA/SIPC. Umpqua Bank and Umpqua Investments, Inc., share revenue in certain instances. Securities, managed investments and insurance products are: · NOT A BANK DEPOSIT · NOT FDIC INSURED · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · NOT BANK GUARANTEED · and MAY GO DOWN IN VALUE.
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