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Jeffrey Nat Mehler

Jeffrey N. Mehler, Cfp LLC

Essex, CT

CRD 2766229

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Employer firm

Jeffrey N. Mehler, Cfp LLC CRD 126681

$416M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • FORENSIC FINANCIAL STATEMENT ANALYSIS IN DIVORCE PROCEEDINGS

From the firm’s Form ADV. Read the guides:

Current Employers
Jeffrey N. Mehler, Cfp Llc

147 Westbrook Road, Essex, CT 06426 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-15
CT RA APPROVED 2005-07-13
  • NY RA
    APPROVED
    Since 2021-02-15
  • CT RA
    APPROVED
    Since 2005-07-13

Branch Locations

147 Westbrook Road, Essex, CT 06426 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jeffrey N. Mehler, Cfp Llc Centerbrook CT 06/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-29
  • S65 Uniform Investment Adviser Law Examination
    1996-05-29
Designations
  • Certified Financial Planner
Other Names
  • Jeffrey Mehler

View on SEC IAPD

Nearby Firms

ESSEX FINANCIAL SERVICES, INC.
HT PARTNERS LLC
BRAE HEAD, INC.

Nearby Investors

Anthony Joseph Fortuna
James Michael Sullivan
Elizabeth Antoinette Haas

Nearby Offices

ESSEX FINANCIAL SERVICES, INC. · ESSEX, CT
HT PARTNERS LLC · CENTERBROOK, CT
BRAE HEAD, INC. · ESSEX, CT

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