John Andrew Linton
Investment adviser representative at Mosaic Wealth
10 yearsExperience
1 stateRegistered in
$2BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mosaic WealthJan 2023 to now
- Mosaic Family Wealth Partners, LLCJan 2023 to now
- Moneta Group Investment Advisors, LLCJun 2020 to Jan 2023
- Mosaic Family Wealth LLCMay 2019 to Aug 2019
- Mosaic Family Wealth LLCMay 2018 to Aug 2018
- Samford UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
Mosaic Wealth
Legal name: Mosaic Family Wealth Partners, LLC
$2BAssets managed
807Clients
19Advisers
4 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
- 7321683
- Firm CRD
- 317377