Jeremy Ragar

Investment Associate

 

Jeremy Ragar

Investment Associate

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”


— Warren Buffett

Role at Mission Wealth

Jeremy serves as an Investment Associate at Mission Wealth. He is responsible for trading, investment research and portfolio performance analysis.

Contact Information

Office Location: Santa Barbara, CA
Email: jragar@nullmissionwealth.com
Direct Line: (805) 690-3853

Role at Mission Wealth

Jeremy serves as an Investment Associate at Mission Wealth. He is responsible for trading, investment research and portfolio performance analysis.

Contact Information

Office Location: Santa Barbara, CA
Email: jragar@nullmissionwealth.com
Direct Line: (805) 690-3853

Education & Career Background

Jeremy earned a Bachelor of Science in Business with a Finance Concentration from Montana State University in 2017 with the highest honors. He will earn his Master of Investment Management and Financial Analysis from Creighton University this year. He is also pursuing his CFA, Level II.

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

Education & Career Background

Jeremy earned a Bachelor of Science in Business with a Finance Concentration from Montana State University in 2017 with the highest honors. He will earn his Master of Investment Management and Financial Analysis from Creighton University this year. He is also pursuing his CFA, Level II.

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

Community Involvement

Jeremy was a volunteer youth basketball coach in Montana.

Personal Pursuits

Jeremy enjoys flyfishing, surfing, and ping-pong.

Community Involvement

Jeremy was a volunteer youth basketball coach in Montana.

Personal Pursuits

Jeremy enjoys flyfishing, surfing, and ping-pong.

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