Jeani Theresa Winterbourne

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → Present
  Steward Partners Investment Solutions, Llc
  Tigard, OR
• 04/2021 → Present
  Steward Partners Global Advisory, Llc
  Tigard, OR
• 06/2024 → Present
  Steward Partners Investment Advisory, Llc
  Tigard, OR

Previous Registrations

• 2003-05-09 → 2005-12-08
  Citigroup Global Markets Inc.
  Portland, OR
  Portland, OR

Other Businesses

WINTERBO QUILTS; LONG ARM QUILTING SERVICE; TIGARD, OR; OWNER; AND PERSON WHO PUTS QUILTS TOGETHER FOR A FEE; 09/2003; 3-5 HRS/MO; 0 HRS/MO DURING TRADING; NOT INVESTMENT RELATED. OPTAVIA HEALTH; HEALTH PROGRAM; TIGARD, OR; HEALTH COACH; COACH CLIENTS VIA THE OPTAVIA HEALTH PROGRAM; 8/2018; 5-10 HRS/MO; 0 HRS/MO DURING TRADING; NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-05
• S63 Uniform Securities Agent State Law Examination
  1992-12-14

Other Names

• Jeani Winterbourne
• Jeani Theresa Mckone