Jeffrey Mehler, financial advisor Essex CT

Jeffrey Mehler

CRD Number: 2766229
Current Firm: Jeffrey N. Mehler, Cfp LLC

Jeffrey Mehler (CRD# 2766229) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Essex, CT and has over 23 years of experience in the finance industry. Jeffrey Mehler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jeffrey N. Mehler, Cfp LLC Centerbrook, CT Jun 2005 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Jeffrey N. Mehler
Phone Number: 860-767-9700
Firm Website: http://www.jnmehler.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    181
    MILLIONS
  • Total Number of Accounts
    1,124
    ACCOUNTS
  • Average Account Value
    $160,842
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

CT, MA, NY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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