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Jeremy Todd Ragar

Mission Wealth Management, LP

Bozeman, MT

Santa Barbara, CA

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Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2022-03-11
  • MT RA
    APPROVED
    Since 2022-03-11

Branch Locations

Bozeman, MT • United States

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mission Wealth Management, Lp Santa Barbara CA 05/2021 Present
Montana Board Of Investments Helena MT 02/2021 04/2021
Mission Wealth Management, Lp Santa Barbara CA 05/2019 01/2021
Tremblay Financial Santa Barbara CA 01/2018 03/2019
Hertz Rental Car Santa Barbara CA 06/2017 11/2017
Merrill Lynch Bozeman MT 05/2016 05/2017
  • 05/2021 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 02/2021 → 04/2021
    Montana Board Of Investments
    Helena, MT
  • 05/2019 → 01/2021
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 01/2018 → 03/2019
    Tremblay Financial
    Santa Barbara, CA
  • 06/2017 → 11/2017
    Hertz Rental Car
    Santa Barbara, CA
  • 05/2016 → 05/2017
    Merrill Lynch
    Bozeman, MT
Designations
Other Names
  • Jeremy Ragar

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT

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