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Jessica Michelle Demler

OXLER PRIVATE WEALTH LLC·RYE BROOK, New York
Series 65Clean record6 years registeredOXLER PRIVATE WEALTH LLC
800 WESTCHESTER AVE, RYE BROOK, NY 10573CRD# 7265023Firm CRD# 309684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica Michelle Demler · RYE BROOK, NY
Registration
CRD #7265023 · OXLER PRIVATE WEALTH LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

OXLER PRIVATE WEALTH
Aug 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 14, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OXLER PRIVATE WEALTH LLC
CRD 309684 · SEC 801-119258
AUM
$441M
Regulatory assets under management
Employees
4
258 client accounts
Services offered by OXLER PRIVATE WEALTH LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OXLER PRIVATE WEALTH LLC →
Introduction

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05

Frequently Asked Questions

What services does Jessica Michelle Demler offer?
Jessica Michelle Demler specializes in Financial Planning, Investment Management. Contact their office in RYE BROOK, New York for a consultation.
What are Jessica Michelle Demler's credentials?
Jessica Michelle Demler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Michelle Demler located?
Jessica Michelle Demler is based in RYE BROOK, New York, working with OXLER PRIVATE WEALTH LLC. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Jessica Michelle Demler charge for services?
Jessica Michelle Demler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OXLER PRIVATE WEALTH LLC?
OXLER PRIVATE WEALTH LLC has approximately 4 employees and manages $441M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OXLER PRIVATE WEALTH LLC

Masahiro Alberto Yamazaki
RYE BROOK, NY

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