Jonathan Spatz is an experienced investment professional with a career spanning over 18 years in various financial advisory roles. Currently serving as an Investment Advisor Representative at Lifeworks Advisors since March 2023, Jonathan previously held the position of President and Investment Advisor Representative at Epic Financial since August 2016. Jonathan's experience includes serving as an Investment Representative at Retirement Wealth Advisors from September 2019 to March 2023, and prior roles as an Investment Advisor Representative at Voya Financial Advisors, Inc. and a Financial Professional at WFG Investments, Inc. Jonathan holds a BS in Finance and Banking, as well as a degree focused on Finance and Retirement, both obtained from Appalachian State University between 1995 and 1999.
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