Jeffrey N. Mehler, Cfp LLC

Jeffrey N. Mehler, Cfp LLC (CRD# 126681) is a financial advisory firm headquartered in Essex, CT. They manage $157,282,304 in 816 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    816
    ACCOUNTS
  • Average Account Value
    $192,748
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, NY

Financial Advisors at Jeffrey N. Mehler, Cfp LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey N. Mehler
CRD#: 2766229
147 Westbrook Road, Essex, CT 06426
96
Wealthminder
score

Jeffrey Mehler (CRD# 2766229) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Essex, CT and has over 20 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.

2
John L. Perkins
CRD#: 4634709
38 Mulberry Street, Suite 104, Leeds, MA 01053
96
Wealthminder
score

John Perkins (CRD# 4634709) is an Investment Advisor Representative working at Jeffrey N. Mehler, Cfp LLC in Leeds, MA and has over 13 years of experience in the finance industry. John Perkins 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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