JEFFREY ALLAN GATES is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2025-06-24 | present | Yes |
| CABLE HILL PARTNERS, LLC | 2016-05-20 | 2025-06-17 | — |
| TPG FINANCIAL ADVISORS, LLC | 2008-07-23 | 2016-06-17 | — |
| GENEOS WEALTH MANAGEMENT, INC. | 2008-06-30 | 2016-06-01 | — |