Sefa Mawuli
JADE & COWRY LLC
Arlington, VA 22201
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CRD#: 7116724
Professional summary
Sefa Mawuli, CFP® is a registered financial advisor currently at JADE & COWRY LLC located in Arlington, Virginia.
Sefa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sefa has worked at 2 firms and has passed the Series 65 exam.
Biography
Sefa came to the United States by herself a long time ago to study. She later successfully saved to purchase her first home as a single 20-something-year-old.
Prior to joining Citrine, Sefa helped Fortune 500 corporations strategize to make money in new markets. She now finds it far more rewarding to help tech professionals, corporate executives, business owners and their families make the right financial moves to achieve their life goals. She has a particular knack for advising clients with international ties and guiding go-getter professional women.
Sefa is a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Advisor Representative (IAR).
Originally from West Africa, Sefa has lived in Papua New Guinea, England and New Zealand. She manages a bilingual (French/English) household with her husband Mike, and their two children. When she’s not financial planning or volunteering at her kids’ activities, you’ll find her running the roads and trails around the Washington DC metro area or checking out a music venue.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
ExPat and Cross Border Issues
Investment Advice with Ongoing...
Millennials
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
From: 06/2018
To: PRESENT
Name of Firm or Company: Gold's Gym
Location: Bowie, Maryland
Investment Related: NO
Position Held: Group Exercise Instructor
Time: 1 hr/week
CRS (Client Relationship Summary) - RIA
Click below to view Sefa Mawuli's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
March 10, 2022 - Present
JADE & COWRY LLC
Office #1: 1100 North Glebe Road Suite 1010, Arlington, VA 22201RIA
CRD#: 154129
Arlington, VA
Past
July 26, 2019 - March 4, 2022
CITRINE CAPITAL
RIA
CRD#: 171735
SAN FRANCISCO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/10/2022)
IAR
District of Columbia(7/18/2022)
IAR
Maryland(4/27/2022)
IAR
New York(1/4/2023)
IAR
Texas(3/10/2022)
IAR
Virginia(3/10/2022)
Current Firm
JADE & COWRY LLC
JADE & COWRY | PAVLOV FINANCIAL PLANNING | PAVLOV ANALYTICS, LLC | PAVLOV ANALYTICS | JADE & COWRY LLC
CRD#: 154129 / SEC#:
California
Registered Investment Advisory firm - (7/16/2019 Approved)District of Columbia
Registered Investment Advisory firm - (8/28/2017 Approved)Maryland
Registered Investment Advisory firm - (4/27/2022 Approved)New York
Registered Investment Advisory firm - (1/4/2023 Approved)Texas
Registered Investment Advisory firm - (1/12/2016 Conditional Restricted)Virginia
Registered Investment Advisory firm - (8/11/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 North Glebe Road Suite 1010, Arlington, VA 22201
Mailing Address
Phone number
(703) 594-1706
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 48,088,820 |
Red Flags
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