Jeani WinterbourneCRD Number: 1075564
Current Firm: Umpqua Investments, Inc.
Jeani Winterbourne (CRD# 1075564) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Portland, OR and has over 24 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Umpqua Investments, Inc.||Portland, OR||Mar 2009 - Current||8|
|Ubs Financial Services||Portland, OR||Dec 2005 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI