Jon Gates

Financial Planner, Investment Advisor

Role
Financial Planner at Intermountain Financial Partners
Location
Salt Lake City, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jon Gates

I specialize in retirement planning strategies by showing clients how to mitigate taxes…

Experience

  1. Financial Planner

    Intermountain Financial Partners

    Apr 2025 — Present · Salt Lake City, UT, US

    Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

  • Weber State University

    Bachelor's degree

  • New York University

    CFP® Coursework & Board Certification

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Jon Gates — Financial Planner at Intermountain Financial Partners in Salt Lake City, UT, US | Unifers