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JEFFREY N. MEHLER, CFP LLC
CRD 126681 · SEC 801-66937
147 WESTBROOK ROAD, ESSEX, CT, 06426, United States
Phone
860-767-9700
Fax
860-767-9701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$416.2M
Discretionary AUM
$323.9M
Team
9 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersFORENSIC FINANCIAL STATEMENT ANALYSIS IN DIVORCE PROCEEDINGS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $20.1M |
| High net worth individuals | 131 | $393.4M |
States served
MA, NJ, NY, CT
All web addresses on file
Official SEC filing: View on IAPD