Jon Matthew Slovisky
Investment adviser representative at Mosaic Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$580.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Mosaic AdvisorsJun 2023 to now
- Fidelity InvestmentsMay 2012 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mosaic Advisors
Legal name: Mosaic Advisors LLC
$580.5MAssets managed
72Clients
23Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5219591
- Firm CRD
- 164913