Contact Info
Jason Yaeger, Vice President, Investments – Senior Financial Advisor at Umpqua Investments since 2001. Jason utilizes his knowledge of complex financial planning to personalize life goals for clients and establish a clear comprehensive road map designed to ensure family security. Through sound principals and state of the art technology, he implements a personalized financial process that focuses on achieving individual goals utilizing disciplined long term tactical investment strategies that are designed to protect assets and minimize inherent risks of investing. Jason has a deep commitment to the full realization of each and every one of his clients’ goals.
Jason graduated Cum Laude in economics from Southern Oregon University. He was recognized as the economic scholar of the year, and awarded by the National United States Achievement Academy for outstanding academic achievement. He is certified by the State of Oregon in applied finance and economics, and has received his certification in Financial Management from the Donald T. Regan School of economics in Princeton NJ. Most recently, Jason received his certificate from Boston University in financial planning.
Before joining Umpqua Investments, Jason was recognized as the top financial planner in the Pacific Northwest while at Merrill Lynch. He was also inducted into the company’s Executive Club and was noted for his specialties in insured based structured investments. Additionally, he is a member of the prestigious international Omicron Delta Cappa Society.
Jason lives in Medford with his wife, Kimberly, and their two children.