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Jonathan Moser Spatz

Lifeworks Advisors, LLC

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About Jonathan Moser Spatz

Jonathan Moser Spatz is a financial advisor with Lifeworks Advisors, LLC, located in Hickory, NC. Jonathan has been in the financial services industry since 2000 and has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Jonathan is registered with the state of North Carolina.

Firm Information

Jonathan Spatz is currently registered with Lifeworks Advisors, LLC. Lifeworks Advisors, LLC is an investment advisory firm based in Grand Rapids, Michigan. They provide financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They serve a diverse range of clients including individuals, high-net-worth individuals, pension plans, and charitable organizations. They have over $421 million in assets under management and are registered with the SEC.
Lifeworks Advisors, LLC

4095 PARK EAST CT.

GRAND RAPIDS, MI 49546

$421.83M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Spatz’s Registration & Firm History

NC

03/01/2023 - Present

Lifeworks Advisors, LLC (HICKORY NC)

NC

12/18/2013 - 09/02/2016

VOYA FINANCIAL ADVISORS, INC. (HICKORY NC)

NC

07/05/2005 - 12/23/2013

WFG INVESTMENTS, INC. (HICKORY NC)

MN

01/18/2005 - 07/12/2005

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MO

05/19/2000 - 01/06/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Moser Spatz.
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