Brian Joelson

First Vice President - Investments, Wealth Advisor

Brian focuses on establishing long-term relationships with high-net-worth individuals. He maintains his securities and insurance licenses.

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 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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One SW Columbia Street, Suite 300
Portland, OR 97204

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.

Phone 503.546.2431