Jonathan
Spatz
Lifeworks Advisors, LLC
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About this Advisor
Jonathan Spatz is a financial advisor based in Hickory, North Carolina, working with Lifeworks Advisors, LLC. Jonathan has previously held positions at Ing Financial Partners, Inc, Voya Financial Advisors, Retirement Wealth Advisors, Inc, Formulafolio Investments, LLC, Insight Folios, Lifeworks Advisors, LLC Dba Epic Income Advisors, Epic Income Advisors LLC, Spatz Delmonico LLC, Epic Financial Advisors LLC, Brookstone Wealth Advisors, LLC, and Benefit Solutions, Inc. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Jonathan is part of Lifeworks Advisors, LLC, which operates out of Hickory, North Carolina. The firm has 24 offices and 31 employees. The firm manages assets totaling $421.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lifeworks Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$421,833,413
31
2,040
$206,781
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jonathan Spatz Work History
Lifeworks Advisors, LLC Dba Epic Income Advisors
Spatz Delmonico LLC
Epic Income Advisors LLC
Benefit Solutions, Inc
Brookstone Wealth Advisors, LLC
Insight Folios
Retirement Wealth Advisors, Inc
Formulafolio Investments, LLC
Epic Financial Advisors LLC
Voya Financial Advisors
Ing Financial Partners, Inc
Disclosures
Please visit the SEC profile of Jonathan Spatz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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