Jeremy Ragar

MFin

Senior Client Advisor Associate




Jeremy Ragar

MFin

Senior Client Advisor Associate


"Someone's sitting in the shade today because someone planted a tree a long time ago."

Warren Buffett

Role at Mission Wealth

Jeremy works closely with a team of Client Advisors to analyze current investments, conduct wealth management reviews and implement weatherproof plans as a proper fiduciary.

Career Highlights

Jeremy earned a Bachelor of Science in Business with a Finance Concentration from Montana State University in 2017 with the highest honors. He earned his Master of Finance from Creighton University in 2019. He is also pursuing his CFA, Level II.

He was formally a Sales Assistant at Tremblay Financial Services in Santa Barbara, where he was named employee of the year. Prior to that he was a wealth management intern at Merrill Lynch in Bozeman, Montana.

Credentials

Community Involvement

Jeremy was a volunteer youth basketball coach in Montana.

Personal Pursuits

Jeremy enjoys fly fishing, surfing, and ping-pong.

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