
Jack Randel

“I am passionate about truly making a change in the people’s lives that I am meeting with, as well as making a global impact with the value I can bring. People are worried about their future, and I want to bring peace to their lives.”
Jack is a Wealth Advisor Associate Intern at Mission Wealth. In this role, he collaborates closely with his advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.
This internship provides Jack with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ financial goals.
Learn About Jack Randel
Professional Background
Before Mission Wealth, Jack was a financial coach on campus at GCU, and an intern for a boutique financial services firm in California. He has also gotten his Series 65 designation, and is excited to continually grow in his knowledge of advising.
Personal Pursuits
Outside of work, Jack enjoys going to church, hanging out with friends, and being outdoors.
Community Impact
He currently serves at his local church with their college ministry, and has done international mission work such as serving in Uganda and Costa Rica.

What Mid-Year Tax Strategies Could Save You Money Later?
Mid-year tax planning can help high-income earners reduce tax inefficiencies, optimize Roth conversions, tax-loss harvest strategically, and coordinate charitable giving before year-end deadlines.About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.




