Jon Gates
Financial Planner, Investment Advisor
- Role
- Financial Planner at Intermountain Financial Partners
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Jon Gates
I specialize in retirement planning strategies by showing clients how to mitigate taxes…
Experience
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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