Sefa Mawuli is a CFP-designated registered investment advisor at Jade & Cowry LLC, based in Arlington, VA, with 6 years of industry experience. Sefa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Cross-Border Planning, Estate Planning, and 5 more. Their firm serves 42 clients with $48M in assets under management.
Compensation
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Fee Structure
Investment advisory services and portfolio management are included as part of Jade & Cowry's ongoing financial planning program. They do not charge separately for investment management. For clients in Washington state only, the fee is 1.25% of the value of your portfolio.
Contact
Sefa Mawuli
Location
1100 North Glebe Road, Suite 1010, Arlington, VA, 22201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jade & Cowry LLC
Previous Registrations
Citrine Capital
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Prior to switching careers to become a financial planner, Sefa worked with Fortune 500 corporate executives to develop and implement business and market development strategies, primarily in the eBusiness space.