Jennifer Adelblue

Jennifer Adelblue appears in an SEC Form X-17A-5 annual audited report for Steward Partners Investment Solutions, LLC as the “person to contact in regard to this report.” The filing covers the period from January 1, 2021 through December 31, 2021 and lists the firm’s principal office at 15495 SW Sequoia Parkway, Suite 150, Portland, Oregon 97224.

I found no primary-source biography, LinkedIn profile, education history, formal job title, or venture-investing track record for Jennifer Adelblue. The available public record does not support the stub claim that she is an angel investor or that she invests at seed stage.

The firm associated with the public filing, Steward Partners Investment Solutions, LLC, was created through Steward Partners’ April 23, 2021 acquisition of Umpqua Investments Inc. from Umpqua Holdings Corporation. Steward said the deal added 22 financial advisors, $3.4 billion in client assets, and expanded the company’s West Coast footprint. Umpqua Investments was renamed Steward Partners Investment Solutions, LLC after the acquisition.

Steward Partners describes itself as a full-service, employee-owned, independent financial services firm offering wealth management solutions for families, businesses, institutional clients, and multigenerational investors. This is not the same as a venture-capital or angel-investing mandate.

• No verified angel-investing thesis attributable to Jennifer Adelblue was found.
• No verified check size, seed-stage mandate, portfolio page, personal investing website, or public investment criteria attributable to Jennifer Adelblue was found.
• Steward Partners’ public focus is wealth management, comprehensive wealth planning, private banking, institutional consulting, international advisory, and business solutions.
• The closest firm-level positioning found is Steward Partners’ description as a firm offering wealth-management solutions for “families, businesses, and multigenerational investors,” not startup financing.