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Managing Partner · Mosaic FI LLC

Jenifer A. Aronson

CRD 6277446 · Named on Form ADV at one SEC-registered adviser

At a glance

Mosaic FI LLC, an SEC-registered wealth manager based in Lincolnshire, IL with $113 million in regulatory assets, lists Jenifer A. Aronson on its Form ADV as Managing Partner, a control person.

Firms and roles

  • Mosaic FI LLCManaging PartnerWealth manager · Lincolnshire, IL · $113M in regulatory assets

AtlasMembers

Jenifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jenifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.