Jonathan Moser Spatz
Investment adviser representative at Foundations Investment Advisors LLC
11 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Foundations Investment Advisors, LLCAug 2026 to now
- Spatz Delmonico LLCMay 2020 to now
- Epic Income Advisors LLCFeb 2016 to now
- Benefit Solutions, Inc.Jan 2015 to now
- Lifeworks Advisors, LLC dba Epic Income AdvisorsFeb 2023 to Aug 2026
- Brookstone Wealth Advisors, LLCApr 2022 to Feb 2023
- Insight FoliosMay 2021 to Apr 2022
- Formulafolio Investments, LLCAug 2019 to May 2021
- Retirement Wealth Advisors, Inc.Aug 2019 to May 2021
- Epic Financial Advisors LLCAug 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NC).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4161821
- Firm CRD
- 175083