Treasury

The average balance of the Jackson County investment portfolio for fiscal year 2021-22 was $293 million. The portfolio is managed in accordance with state statutes ORS 294 and ORS 295. The portfolio is managed by the Finance Director who is the County Treasurer. For questions regarding this report, please email TREASURER@jacksoncounty.org.
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Investment Policy3 documents

  • Approved Brokers 2-1-2023
    document Header Approved Brokers 2-1-2023
    2/1/2023 11:55 AM
  • Broker Questionnaire
    document Header Broker Questionnaire
    11/30/2017 1:18 PM
  • Jackson County Investment Policy
    document Header Jackson County Investment Policy
    11/30/2017 1:19 PM

Marijuana2 documents

  • Jackson County Qtrly Marijuana Tax Form
    document Header Jackson County Qtrly Marijuana Tax Form
    5/18/2018 11:25 AM
  • Ordinance 2014-8 Taxation of Marijuana
    document Header Ordinance 2014-8 Taxation of Marijuana
    5/18/2018 11:25 AM

Recent Investment Reports17 documents

  • Full Fiscal Year Investment Report FY 18-19
    document Header Full Fiscal Year Investment Report FY 18-19
    4/4/2023 2:23 PM
  • Full Fiscal Year Investment Report FY 19-20
    document Header Full Fiscal Year Investment Report FY 19-20
    4/4/2023 2:23 PM
  • Full Fiscal Year Investment Report FY 20-21
    document Header Full Fiscal Year Investment Report FY 20-21
    4/4/2023 2:23 PM
  • Full Fiscal Year Investment Report FY 21-22
    document Header Full Fiscal Year Investment Report FY 21-22
    4/4/2023 2:23 PM
  • Full Fiscal Year Investment Report FY 22-23
    document Header Full Fiscal Year Investment Report FY 22-23
    7/18/2023 9:18 AM
  • Monthly Investment Report - April 2024
    document Header Monthly Investment Report - April 2024
  • Monthly Investment Report - August 2023
    document Header Monthly Investment Report - August 2023
    9/6/2023 12:18 PM
  • Monthly Investment Report - December 2023
    document Header Monthly Investment Report - December 2023
  • Monthly Investment Report - February 2024
    document Header Monthly Investment Report - February 2024
  • Monthly Investment Report - January 2024
    document Header Monthly Investment Report - January 2024
  • Monthly Investment Report - July 2023
    document Header Monthly Investment Report - July 2023
    8/16/2023 8:30 AM
  • Monthly Investment Report - June 2023
    document Header Monthly Investment Report - June 2023
    7/18/2023 9:18 AM
  • Monthly Investment Report - March 2024
    document Header Monthly Investment Report - March 2024
  • Monthly Investment Report - May 2024
    document Header Monthly Investment Report - May 2024
  • Monthly Investment Report - November 2023
    document Header Monthly Investment Report - November 2023
  • Monthly Investment Report - October 2023
    document Header Monthly Investment Report - October 2023
  • Monthly Investment Report - September 2023
    document Header Monthly Investment Report - September 2023