Jonathan Spatz Email & Phone Number | As the Founder, President and Senior Financial Advisor with Epic Financial, I'm proud to help pre-retirees, retirees and business owners successfully invest and grow their hard-earned assets. As a Wealth Advisor for the last 22 years, I have helped hundreds of families and business owners protect and grow their wealth thru proper planning and implementation. My professional goal is to protect and grow our clients' wealth. In addition, I enjoy presenting financial planning seminars at universities and for local employers. I believe that financial education is the key to making successful money decisions whether you’re managing a business or a home. Helping clients realize their wealth potential and life goals has been a passion and motivator of mine throughout my career. Jonathan graduated from Appalachian State University in 1999 with a double degree in Finance and Banking with a minor in International Business. Me and my wife, Nicole, enjoy spending time with my 3 daughters, Gabby, Josie, and Andi. Disclosures Thank you for visiting Epic Financial’s page on LinkedIn. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Epic Financial reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent. No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Epic Financial. Epic Financial’s use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements. Investment Advisory Services Epic Financial and are not affiliated.

Jonathan Spatz

As the Founder, President and Senior Financial Advisor with Epic Financial, I'm proud to help pre-re...
4645 33rd Street Lane Northeast, Hickory, United States

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Jonathan Spatz’s Email jonathan@lifeworksadvisors.com

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Jonathan Spatz’s Location 4645 33rd Street Lane Northeast, Hickory, United States

Jonathan Spatz’s Current Industry Lifeworks Advisors Epic Financial Epic Income Advisors

Jonathan Spatz’s Prior Industry Retirement Wealth Advisors | Voya Financial Advisors | Wfg Investments

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Work Experience

Lifeworks Advisors

Investment Advisor Representative

2023-03-01 00:00:00 - Present

Epic Financial

President/Investment Advisor Representative

2016-08-01 00:00:00 - Present

Epic Income Advisors

CEO

2006-04-01 00:00:00 - Present

Retirement Wealth Advisors

Investment Representative

2019-09-01 00:00:00 - 2023-03-01 00:00:00

Voya Financial Advisors

Investment Advisor Representative

2013-12-01 00:00:00 - 2016-08-01 00:00:00

Wfg Investments

Financial Professional

2005-07-01 00:00:00 - 2013-12-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Jonathan Spatz

Jonathan Spatz is located at
4645 33rd Street Lane Northeast, Hickory, United States

Jonathan Spatz is a As the Founder, President and Senior Financial Advisor with Epic Financial, I'm proud to help pre-retirees, retirees and business owners successfully invest and grow their hard-earned assets. As a Wealth Advisor for the last 22 years, I have helped hundreds of families and business owners protect and grow their wealth thru proper planning and implementation. My professional goal is to protect and grow our clients' wealth. In addition, I enjoy presenting financial planning seminars at universities and for local employers. I believe that financial education is the key to making successful money decisions whether you’re managing a business or a home. Helping clients realize their wealth potential and life goals has been a passion and motivator of mine throughout my career. Jonathan graduated from Appalachian State University in 1999 with a double degree in Finance and Banking with a minor in International Business. Me and my wife, Nicole, enjoy spending time with my 3 daughters, Gabby, Josie, and Andi. Disclosures Thank you for visiting Epic Financial’s page on LinkedIn. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Epic Financial reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent. No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Epic Financial. Epic Financial’s use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements. Investment Advisory Services Epic Financial and are not affiliated.

Jonathan Spatz currently works in the Lifeworks Advisors | Epic Financial | Epic Income Advisors |

No Languages Available

Jonathan Spatz has prior
experience in the following industries:
Retirement Wealth Advisors | Voya Financial Advisors | Wfg Investments

Jonathan Spatz has the following professional experience:
Lifeworks Advisors | Epic Financial | Epic Income Advisors | Retirement Wealth Advisors | Voya Financial Advisors | Wfg Investments