JONATHAN MOSER SPATZ is an investment adviser representative (IAR) with state registration records since 2004, appearing at 10 firms. Currently registered with LIFEWORKS ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIFEWORKS ADVISORS, LLC | 2023-03-01 | present | Yes |
| BROOKSTONE WEALTH ADVISORS, LLC | 2022-04-29 | 2023-02-24 | — |
| INSIGHT FOLIOS | 2021-05-27 | 2022-06-14 | — |
| BROOKSTONE ASSET MANAGEMENT, LLC | 2019-08-13 | 2021-05-26 | — |
| BROOKSTONE WEALTH ADVISORS, LLC | 2019-08-13 | 2021-05-26 | — |
| EPIC FINANCIAL ADVISORS LLC | 2016-09-07 | 2019-09-12 | — |
| VOYA FINANCIAL ADVISORS, INC. | 2013-12-23 | 2016-09-02 | — |
| WFG ADVISORS, LP | 2008-05-13 | 2013-12-23 | — |
| CAROLINA INVESTMENT ADVISORS, LLC | 2005-11-22 | 2007-12-31 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2005-01-18 | 2005-07-12 | — |
| A. G. EDWARDS & SONS, INC. | 2004-05-21 | 2005-01-06 | — |