Jeffrey Jay Muhle

Employer firm

Financial Planning Concepts, Inc. CRD 119168

$22.0M regulatory AUM 11 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Financial Planning Concepts, Inc.

Manhattan Bch, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-06-10

CA RA
APPROVED

Since 2026-06-10

Branch Locations

Manhattan Beach, CA • 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

Organization	City	State	From	To
The Aerospace Corporation	El Segundo	CA	01/1987	Present
Financial Planning Concepts, Inc	Manhattan Beach	CA	07/1995	Present

01/1987 → Present

The Aerospace Corporation

El Segundo, CA
07/1995 → Present

Financial Planning Concepts, Inc

Manhattan Beach, CA

Other Businesses

BUSINESS NAME: THE AEROSPACE CORPORATION NON INVESTMENT RELATED LOCATION: 2350 E EL SEGUNDO BLVD, EL SEGUNDO, CA. SYSTEMS DIRECTOR START DATE: 01/15/1987 HOURS/MONTH DEVOTED: 150 HOURS DURING SECURITIES TRADING HOURS: 2 DUTIES: LEAD PROJECT TEAMS DEVOLOPING SPACE SYSTEMS

Designations

Certified Financial Planner
Chartered Financial Analyst

Other Names

Jeffrey Muhle

View on SEC IAPD