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Jon Gates

Financial Planner / Investment Advisor Representative

Biography

I am a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.

I can offer comprehensive financial strategies and/or focus on one specific area of need.

I grew up in Northern Utah, and have spent various years living all over parts of California for work and church service. I became passionate about finance at an early age, and ultimately made that my choice of study at Weber State University, where I attained a Bachelor’s Degree in Finance. I am fluent in Spanish, which allows me to connect to individuals of different cultures.  When I am not at the office,  I can be found on the slopes snowboarding, or at the lake during summer time. I enjoy golfing, camping, and traveling with my wife Marisa.

As a financial professional, I carry a special ability to connect with others both on a personal and professional level. I cherish learning about the lives, families, hobbies, and interests of my clients.  

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners

Languages

  • English
  • Spanish

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck