What departments does Umpqua Investments, Inc. have?

Umpqua Investments, Inc. has employees across 2 departments including Finance, Sales.

What is the largest department at Umpqua Investments, Inc.?

The largest department at Umpqua Investments, Inc. is Finance with 5 employees.

Where are Umpqua Investments, Inc. employees located globally?

Umpqua Investments, Inc. has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Umpqua Investments, Inc.'s team size changed over time?

Umpqua Investments, Inc.'s team has remained stable from approximately 15 to 15 employees based on available data.

Umpqua Investments, Inc. Employee Directory

Financial ServicesOregon, United States51-200 Employees

Umpqua Investments, Inc. is a Portland-based financial services firm with a long-standing footprint in the Pacific Northwest, tracing its origins to 1928. As a subsidiary of Umpqua Holdings Corporation and a member of FINRA/SIPC, it offers securities, managed investments, and insurance products to individuals and families, emphasizing personal relationships supported by local offices. The firm operates with an independent advisory model, enabling advisers to tailor plans to each client’s goals without being constrained to a fixed product lineup. With a local presence that supports face-to-face engagement, it seeks to move beyond distant call-center interactions. The organization emphasizes integrity, service, and a practical, collaborative approach to investing, aiming to serve clients across generations in its regional markets.

Umpqua Investments, Inc. Global Highlights

North America
33

United States Of America
33

Oceania
1

Australia
1

Umpqua Investments, Inc.'s Leadership

T. B.
Vp/Administrative Manager
Mobile Phone
Email
K. O.
Vice President, Senior Financial Advisor Retired 11/2016
Mobile Phone
Email
D. V.
Sr Vp
Mobile Phone
Email
D. L.
Senior Vice President - Investments
Mobile Phone
Email
J. S.
Senior Vice President - Investments
Mobile Phone
Email
J. V.
Senior Vice President, Investments
Mobile Phone
Email
K. S.
Senior Vp-Investments
Mobile Phone
Email
D. D.
Financial Advisor
Mobile Phone
Email

Umpqua Investments, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Consultant

Contact profiles from Umpqua Investments, Inc.

Name

Title

Contact Info

Location

Last Update

D. L.
Advisor
Mobile Phone
Email
Oct 17, 2024
G. D.
Supervisory Associate
Mobile Phone
Email
UNITED STATES
Mar 05, 2024
L. H.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Jul 09, 2024
M. M.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Oct 23, 2024
M. G.
Registered Sales Assistant
Mobile Phone
Email
United StatesOregon
Oct 16, 2024
B. J.
Mobile Phone
Email
United StatesKansas
Jun 08, 2026
J. K.
Mobile Phone
Email
Jul 08, 2024
L. M.
Mobile Phone
Email
Jul 08, 2024

Frequently Asked Questions

What is Umpqua Investments, Inc. known for?

Umpqua Investments, Inc. was founded in 1928 operates in the Financial Services industry. The company's main headquarters is located in Portland, Oregon 97258 United States; you can contact the main corporate office by phone at

+1-503-546-****

. Explore Umpqua Investments, Inc.'s company overview page for more information.

What is Umpqua Investments, Inc.'s most common email format?

Umpqua Investments, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Umpqua Investments, Inc. email formats with LeadIQ.

How many employees does Umpqua Investments, Inc. have currently?

Umpqua Investments, Inc. has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Umpqua Investments, Inc.'s key employees and leadership?

As of December 2025, Umpqua Investments, Inc.'s key employees include:

Vp/Administrative Manager: T. B.
Vice President, Senior Financial Advisor Retired 11/2016: K. O.
Sr Vp: D. V.
Senior Vice President - Investments: D. L.
Senior Vice President - Investments: J. S.

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Umpqua Investments, Inc. Employee Directory

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