Jenifer Aronson (CRD# 6277446) is an Investment Advisor Representative working at Mosaic Fi LLC in Lincolnshire, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mosaic Fi LLC | Lake Forest, IL | Nov 2013 - Current | 10 |
| Mosaic Fi | Northbrook, IL | Jul 2010 - Current | 13 |
- CA
- IL
- TX
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts229ACCOUNTS
-
Average Account Value$324,039
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, IL, TX
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