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:

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.


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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