James Ragan, CFA

James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients, including individual investors and their families, businesses and nonprofits.

His focus is on developing multiple channels for distribution of research to D.A. Davidson’s roughly 400 financial advisors and their clients so that each client can make informed financial decisions that match their objectives and situations. James has spent over 20 years in the financial services industry, and is co-manager of the D.A. Davidson Focus List model portfolio. He is a graduate of the University of California, Los Angeles with an MBA in finance and a bachelor’s degree in economics/management. He holds the Chartered Financial Analyst® designation.