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Jaymi Lyn Gates

Avantax Investment Services, Inc.

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About Jaymi Lyn Gates

Jaymi Lyn Gates is a registered representative with Avantax Investment Services, Inc. Jaymi has been in the securities industry since April 17, 1997. Jaymi is licensed in Washington.

Firm Information

Jaymi Gates is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jaymi Gates’s Registration & Firm History

WA

04/18/1997 - Present

Avantax Investment Services, Inc. (COLVILLE WA)

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Licenses & Designations

BC

Issued 02/01/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2008

Series 7 - General Securities Representative Examination

BC

Issued 04/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jaymi Lyn Gates. Review regulatory record here.
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