Jon Gates's Location
Salt Lake City, UT, US
Jon Gates's Education
- Weber State University
Bachelor's degree (Business-Finance)
- New York University
Candidate: CERTIFIED FINANCIAL PLANNER™
Jon Gates's Skills
- Retirement Planning
- Investments
- Life Insurance
- Disability Insurance
- Succession Planning
- Business Planning
- General Securities Registered Representative
- Long Term Care Insurance
- Tax Efficiency
- 401k Rollovers
Jon Gates's Summary
Jon Gates, based in Salt Lake City, UT, US, is currently a Financial Planner at Capstone Partners - Utah. Jon Gates holds a Bachelor's degree in Business-Finance @ Weber State University. With a robust skill set that includes Retirement Planning, Investments, Life Insurance, Disability Insurance, Succession Planning and more, Jon Gates contributes valuable insights to the industry. Jon Gates has 1 email on RocketReach.
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