Sefa Mawuli
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
JADE & COWRY | PAVLOV FINANCIAL PLANNING | PAVLOV ANALYTICS, LLC | PAVLOV ANALYTICS | JADE & COWRY LLC
Contact Information
Main Address
1100 North Glebe Road Suite 1010, Arlington, VA 22201Phone Number
(703) 594-1706# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
141AUM (Assets Under Management)
$65,108,035Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/10/2022)
(7/18/2022)
(4/27/2022)
(1/4/2023)
(3/10/2022)
(3/10/2022)
(3/3/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Sefa Mawuli's CRS (Customer Relationship Summary).
Services Offered by Sefa
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
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