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Jenifer Ann Aronson

Investment adviser representative at Mosaic Fi LLC
16 yearsExperience
4 statesRegistered in
CFADesignation
$112.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Mosaic Fi LLCJul 2010 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 4 states (CA, IL, NC, TX).

Mosaic Fi LLC

$112.8MAssets managed
253Clients
2Advisers
Under 1 yearIn 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
6277446
Firm CRD
169670
Advisor's SEC record (opens in a new tab)
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