Jeffrey N. Mehler, Cfp LLC
Jeffrey N. Mehler, Cfp LLC (CRD# 126681) is a financial advisory firm headquartered in Essex, CT. They manage $323,206,611 in 1,334 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Jeffrey N. Mehler, Cfp LLC
By the Numbers
-
Total Assets Under Management323MILLION
-
Total Number of Accounts1,334ACCOUNTS
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Average Account Value$242,284
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, MA, NY
Financial Advisors at Jeffrey N. Mehler, Cfp LLC
1
Jeffrey Mehler (CRD# 2766229) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Essex, CT and has over 28 years of experience in the finance industry.
2
John Perkins (CRD# 4634709) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Leeds, MA and has over 21 years of experience in the finance industry.
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