Jacy Lynn Norris
Investment adviser representative at Mosaic Advisors
11 yearsExperience
1 stateRegistered in
$580.5MFirm assets
11 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mosaic AdvisorsJan 2025 to now
- University of HoustonAug 2019 to Dec 2024
- Anahuac High SchoolJan 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8027116
- Firm CRD
- 164913