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Licenses 

Jon Gates is a Registered Representative and Investment Advisor Representative of LPL Financial. Licenses currently held with LPL include FINRA Series 6, 63, 65, 7, and SIE securities licenses. Jon also holds state Life and Health licenses.

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State Insurance Licenses

Jon: Arizona, CA Insurance Lic. #0L35888, Domiciled in Utah, Florida, Idaho, Montana, North Carolina, Nevada, Colorado, Texas, Wyoming, Pennsylvania. 

 

State Securities Licenses

Jon: California, Idaho, Kansas, Missouri, North Carolina, Utah, Texas, Colorado, Massachusetts, Wyoming, Georgia, Arizona, Oregon  

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Co-working in a Bright Office

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

OSJ 1055 LPL Way, Fort Mill, SC 29715. The LPL Financial registered representative(s) associated with this website 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.

Office Address

1436 S Legend Hills Dr. 

Suite 324,

Clearfield, UT 84015

​&

6995 South Union Park Center, Suite 300

Cottonwood Heights, UT 84047

Meet with Jon 

Registered Financial Advisor Broker Check

CRN202705-6456933

Connect with Jon 

Email

JGates@Intermountainfp.com

Phone

Personal (801) 989-4380

Office (385) 253-4510

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