AUMdb
JM

Jonathan Moser Spatz

CRD 4161821

Firms

FirmRoleAs of
Lifeworks Advisors, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗