Molly Jasoda Devnani

Employer firm

Bsw Wealth Partners CRD 107485

$2.24B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• 1. TAX & ESTATE PLANNING COORDINATION 2. DIVERSIFICATION PLANNING 3. EMPLOYEE STOCK OPTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 01/2018
  Bsw Wealth Partners, Inc., A Public Benefit Corporation
  Boulder, CO
• 01/2018 → 07/2019
  Bsw Wealth Partners, Inc., A Public Benefit Corporation
  Boulder, CO
• 07/2019 → Present
  Bsw Wealth Partners, Inc., A Public Benefit Corporation
  Boulder, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-23