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Jeffrey Nat Mehler

JEFFREY N. MEHLER, CFP LLC·ESSEX, Connecticut
Series 65Clean record21 years registeredJEFFREY N. MEHLER, CFP LLC
147 WESTBROOK ROAD, ESSEX, CT 06426CRD# 2766229Firm CRD# 126681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Nat Mehler · ESSEX, CT
Registration
CRD #2766229 · JEFFREY N. MEHLER, CFP LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

JEFFREY N. MEHLER, CFP LLC
Jul 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 13, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JEFFREY N. MEHLER, CFP LLC
CRD 126681 · SEC 801-66937
AUM
$323M
Regulatory assets under management
Employees
8
1,334 client accounts
Services offered by JEFFREY N. MEHLER, CFP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JEFFREY N. MEHLER, CFP LLC →
Introduction

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Frequently Asked Questions

What services does Jeffrey Nat Mehler offer?
Jeffrey Nat Mehler specializes in Financial Planning, Investment Management. Contact their office in ESSEX, Connecticut for a consultation.
What are Jeffrey Nat Mehler's credentials?
Jeffrey Nat Mehler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Nat Mehler located?
Jeffrey Nat Mehler is based in ESSEX, Connecticut, working with JEFFREY N. MEHLER, CFP LLC. Their office serves clients in the ESSEX metropolitan area and surrounding communities.
How does Jeffrey Nat Mehler charge for services?
Jeffrey Nat Mehler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JEFFREY N. MEHLER, CFP LLC?
JEFFREY N. MEHLER, CFP LLC has approximately 8 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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