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Brian Joelson, Vice President-Investments

Brian Joelson

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One SW Columbia Street, Suite 300
Portland, OR 97258
503.546.2431

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 in Oregon, Washington, and California.

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

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