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Jennifer Ann Staggenborg

UMPQUA INVESTMENTS, INC.·PORTLAND, Oregon
SIE, Series 27, Series 52Clean recordUMPQUA INVESTMENTS, INC.
ONE SW COLUMBIA STREET, PORTLAND, OR 97258CRD# 1019115Firm CRD# 1254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Ann Staggenborg · PORTLAND, OR
Registration
CRD #1019115 · UMPQUA INVESTMENTS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 52
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
CRD 1254 · SEC 801-67179
AUM
$991M
Regulatory assets under management
Employees
524
2,712 client accounts
Services offered by STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC →
Introduction

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Frequently Asked Questions

What services does Jennifer Ann Staggenborg offer?
Jennifer Ann Staggenborg specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Jennifer Ann Staggenborg's credentials?
Jennifer Ann Staggenborg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Ann Staggenborg located?
Jennifer Ann Staggenborg is based in PORTLAND, Oregon, working with UMPQUA INVESTMENTS, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Jennifer Ann Staggenborg charge for services?
Jennifer Ann Staggenborg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UMPQUA INVESTMENTS, INC.?
UMPQUA INVESTMENTS, INC. has approximately 524 employees and manages $991M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UMPQUA INVESTMENTS, INC.

Harry Lynn Striplin
PORTLAND, OR
Ryan John Brown
PORTLAND, OR
James Matthew Gold
PORTLAND, OR
Roberto Antonio Martinez
PORTLAND, OR
Heather Honey Anderson
PORTLAND, OR
Hy Jamie Saporta
PORTLAND, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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