Jonathan
Spatz
Lifeworks Advisors, LLC
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About this Advisor
Jonathan Spatz is a financial advisor based in Hickory, North Carolina. Spatz is currently employed by Lifeworks Advisors, LLC. The advisor has gained experience at Wfg Investments Inc, Wfg Advisors, Lp, Ing Financial Partners, Inc, Voya Financial Advisors, Retirement Wealth Advisors, Inc, Formulafolio Investments, LLC, Insight Folios, Brookstone Wealth Advisors, LLC, Lifeworks Advisors, LLC Dba Epic Income Advisors, Spatz Delmonico LLC, Epic Income Advisors LLC, Benefit Solutions, Inc and Epic Financial Advisors LLC. Spatz has Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in North Carolina. Lifeworks Advisors, LLC is a company that has its headquarters in Grand Rapids, MI. It has offices in 10 locations and a total of 24 financial advisors. It has $261 million in assets across its 1,384 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,384 client accounts, 28% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Lifeworks Advisors, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees billed by Lifeworks Advisors, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$261,198,376
24
1,384
$188,727
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
Jonathan has been registered as a financial advisor for 0 years.*
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
Wfg Advisors, Lp
Wfg Investments Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Lifeworks Advisors, LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Laguna Beach, CA
Herndon, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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