Raymond James welcomes Utah financial advisor managing approximately $185 million in assets

ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Garrett Coates to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to John Simmons, West Coast regional director for RJA.

Coates arrives from J.P. Morgan where he managed approximately $185 million in client assets. Based in Cottonwood Heights, Utah, he provides holistic financial planning and guidance to a variety of clients, specializing in business owners, corporate executives and retirees.

“Effective planning begins with understanding the people behind the numbers,” said Coates. “At Raymond James, access to dedicated tax, estate and retirement specialists, along with its leading-edge technology, allows me to build coordinated strategies that adapt to each client’s life over time.”

Coates began his career in financial services at Chase Investment Services in 2008, and he joins RJA after a decade at his previous firm. He has 16 years of financial services experience and holds a bachelor’s degree from Southern Utah University.

About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.73 trillion as of Sept. 30, 2025. Additional information is available at raymondjames.com.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.