# JONATHAN MOSER SPATZ

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.

## Registration history (11)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LIFEWORKS ADVISORS, LLC](https://search.stillhousedata.com/firm/288255) | 2023-03-01 | present | Yes |
| [BROOKSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/137658) | 2022-04-29 | 2023-02-24 | — |
| [INSIGHT FOLIOS](https://search.stillhousedata.com/firm/174411) | 2021-05-27 | 2022-06-14 | — |
| [BROOKSTONE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153467) | 2019-08-13 | 2021-05-26 | — |
| [BROOKSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/137658) | 2019-08-13 | 2021-05-26 | — |
| [EPIC FINANCIAL ADVISORS LLC](https://search.stillhousedata.com/firm/281853) | 2016-09-07 | 2019-09-12 | — |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2013-12-23 | 2016-09-02 | — |
| [WFG ADVISORS, LP](https://search.stillhousedata.com/firm/125073) | 2008-05-13 | 2013-12-23 | — |
| [CAROLINA INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/131591) | 2005-11-22 | 2007-12-31 | — |
| [THRIVENT INVESTMENT MANAGEMENT INC.](https://search.stillhousedata.com/firm/18387) | 2005-01-18 | 2005-07-12 | — |
| [A. G. EDWARDS & SONS, INC.](https://search.stillhousedata.com/firm/4) | 2004-05-21 | 2005-01-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4161821)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4161821.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.