Brian Joelson

Brian Joelson

Vice President - Investments

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Phone: 503.546.2431
E-mail:


Brian focuses on establishing long-term relationships with high-net-worth individuals.

Prior to joining Umpqua Investments in November 2009, Brian worked for Smith Barney for 13 years. He also owned several businesses and spent six years competing on the professional tennis circuit.

Brian maintains his FINRA Series 7, 63 & 65 licenses and is insurance licensed.

Brian attended Texas A&M, where he played tennis.

Brian has three children, Brett, Ashley, and Andrew, and enjoys tennis, boating, and fishing.

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Address:
One SW Columbia Street, Suite 300
Portland, OR 97258

Umpqua Investments, Inc. is not a bank. Securities, managed investments, insurance products and wealth planning are offered through Umpqua Investments, Inc., Member FINRA/SIPC. Umpqua Investments, Inc. is an affiliated company of Umpqua Bank.

Securities, managed investments and insurance products are: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • and MAY GO DOWN IN VALUE. Umpqua Bank and Umpqua Investments, Inc., share revenue in certain instances.

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