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Registered advisor
J••••• P••• G••••
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Jordan P Gates
At current firm
1 y
since Jan 1, 2025
In the industry
39 y
since Jun 9, 1987 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- K••••• A•••••••• I••• BD affiliated currentsince Jan 1, 2025 · Tigard, Or
- M••• S••••• A•••••••• L•• formerNov 25, 2014 to Jan 5, 2021 · Hays, Ks
- I••••••••• F•••••••• G••••• L•• BD affiliatedAug 18, 2010 to Dec 31, 2020 · Hays, Ks
- M••• S••••• A•••••••• L•• formerAug 7, 2007 to Nov 24, 2014 · Lake Oswego, Or
- S••••• F•••••••• G•••• I•• formerJun 30, 2003 to Apr 27, 2007 · Lake Oswego, Or
- V••••••• I••••••••• A•••••••• I••• unclassifiedDec 28, 1993 to Jan 29, 2003 · Lake Oswego, Or
Moves
a registration end followed by a registration begin elsewhere
- M••• S••••• A•••••••• L•• to K••••• A•••••••• I•••left Jan 5, 2021, registered Jan 1, 2025 (1457 days) · Other
- I••••••••• F•••••••• G••••• L•• to M••• S••••• A•••••••• L••left Dec 31, 2020, registered Nov 25, 2014 (-2228 days) · Other
- M••• S••••• A•••••••• L•• to I••••••••• F•••••••• G••••• L••left Nov 24, 2014, registered Aug 18, 2010 (-1559 days) · Other
- S••••• F•••••••• G•••• I•• to M••• S••••• A•••••••• L••left Apr 27, 2007, registered Aug 7, 2007 (102 days) · Other
- V••••••• I••••••••• A•••••••• I••• to S••••• F•••••••• G•••• I••left Jan 29, 2003, registered Jun 30, 2003 (152 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address