Vetted Advisor's Table

Jonathan M. Spatz
Epic Income Advisors

Tel: 828-569-1040
2571 Springs Road NE
Hickory, NC 28601
Epic Income Advisors | Financial Advisor in Hickory ,NC

About Jonathan M. Spatz

Jonathan has been serving and helping families with Retirement and Investment Planning for over 20 years in Western NC. He has a passion to educate and empower his clients to help them gain the financial knowledge necessary to navigate the different phases of retirement. His main focus is to help secure his clients retirement income thru proper planning and maintaining that income for the rest of his client's lives. He strives to make sure his clients retire comfortably and maintain their lifestyle throughout retirement helping to make sure they can cover unexpected healthcare costs and rising inflation.

Jonathan teaches different workshops and classes on various Retirement and Investment Planning topics around the surrounding areas thru local libraries and universities.

He has a beautiful wife, Nicole, with 3 amazing daughters, Gabby, Josie, and Andi, that keep him busy.

About Epic Income Advisors

At Epic Financial, we are people just like you. We have families that we love and want to
protect. We employ the same strategies and products that we recommend to our clients.
We are in the same boat as you. We may not be in the same phase of life, but we are
working toward the same goal.

We want to be financially secure, protect our families, efficiently use our money, and have
a comfortable retirement.

Let us help you obtain financial security thru educating, developing, and implementing
your unique plan.

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General Information

Firm Start Year:   2012
No. of Employees:   2-4
Insurance License#:   6588573
States Licensed in:   NC, SC, FL, GA, VA
Number of Years with Current Firm:   22
Work Experience:   Jonathan has been in the Financial Services industry straight out of college for the past 22 years. He began his career with A. G. Edwards & Sons (now Wells Fargo Advisors) before going independent to serve his clients.
Work with the following types of clients:   Businesses, Individual Investors
Foreign Languages Serviced:   English
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts


Investment Types:   Insurance, Alternative Investments, Annuities, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Our Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Health, Life, Annuity

Firm Information

Advisor's Number of Clients:   100+
Advisor's Number of Managed Clients:   100+
Advisor's Number of Planning Clients:   100+
Assets Managed by Advisor:   $50,000,000+

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Commissions
Fee % Based on Assets:   0.5-1.5%


BSBA  - Finance and Banking   Appalachian State University  - Boone, NC


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Additional Detailed Disclosures



Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Boomer Casar
Catawba Claremont
Connellys Springs Conover
Crouse Denver
Drexel Granite Falls
Hickory Hiddenite
Hildebran Hudson
Icard Iron Station
Lawndale Lenoir
Lincolnton Maiden
Moravian Falls Morganton
Newton Rutherford College
Sherrills Ford Statesville
Stony Point Taylorsville
Terrell Valdese

Compensation Arrangements

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