JA
Jenifer A. Aronson
MOSAIC FI LLC
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jenifer Ann Aronson's 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®
NoneExperience
Current
January 10, 2014 - Present
MOSAIC FI LLC
Office #1: 475 Half Day Rd Suite 100, Lincolnshire, IL 60069RIA
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#:
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 244 |
| AUM (Assets Under Management) | $ 81,466,711 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
