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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JA

Jenifer A. Aronson

MOSAIC FI
LINCOLNSHIRE, IL 60069
Some features on this profile are disabled
CRD#: 6277446
JA

Professional summary

Jenifer Ann Aronson, who also goes by Jenifer A Matlow, is a registered financial advisor currently at MOSAIC FI LLC located in Lincolnshire, Illinois.

Jenifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jenifer has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jenifer A Matlow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenifer Ann Aronson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 10, 2014 - Present

MOSAIC FI LLC

Office #1: 475 Half Day Rd Suite 100, Lincolnshire, IL 60069
RIA
CRD#: 169670
LINCOLNSHIRE, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/10/2022)
IAR
Illinois
(1/10/2014)
IAR
North Carolina
(3/24/2025)
IAR
Texas
(7/12/2018)

Exams

Current Firm

MF
MOSAIC FI LLC
ARONSON, JENIFER A | MOSAIC FI LLC

CRD#: 169670 / SEC#: 801-135876

California
Registered Investment Advisory firm - (11/10/2022 Approved)
Illinois
Registered Investment Advisory firm - (1/10/2014 Approved)
North Carolina
Registered Investment Advisory firm - (3/24/2025 Approved)
Texas
Registered Investment Advisory firm - (7/9/2018 Conditional Restricted)
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Contact information

Main Address
475 Half Day Rd Suite 100, Lincolnshire, IL 60069
Mailing Address
Phone number
(847) 371-5203
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A MOSAIC (3/19/2026)

Regulatory assets under management

Total Number of Accounts253
AUM (Assets Under Management)$ 112,808,698

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOSAIC FI LLC

CRD#: 169670Lincolnshire, IL 60069

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