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Jessica Michelle Demler

Oxler Private Wealth

Rye Brook, NY

New York, NY

Miami Beach, FL

CRD 7265023

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Employer firm

Oxler Private Wealth CRD 309684

$578M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • ASSET ALLOCATION SERVICES

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

Current Employers
Oxler Private Wealth

800 Westchester Ave Suite 641N, Rye Brook, NY 10573 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-27
NY RA APPROVED 2021-05-03
TX RA APPROVED 2020-08-14
  • FL RA
    APPROVED
    Since 2025-01-27
  • NY RA
    APPROVED
    Since 2021-05-03
  • TX RA
    APPROVED
    Since 2020-08-14

Branch Locations

800 Westchester Ave Suite 641N, Rye Brook, NY 10573 • United States

3 Columbus Circle 15Th Floor, New York, NY 10019 • United States

Miami Beach, FL • 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
Oxler Private Wealth Llc New York NY 08/2020 Present
Glenn Carpet, Llc New York NY 05/2012 09/2019
Bryant University New York NY 09/2019 Present
  • 08/2020 → Present
    Oxler Private Wealth Llc
    New York, NY
  • 05/2012 → 09/2019
    Glenn Carpet, Llc
    New York, NY
  • 09/2019 → Present
    Bryant University
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-10
  • S65 Uniform Investment Adviser Law Examination
    2020-02-10
Designations
  • Certified Financial Planner
Other Names
  • Jessica Demler

View on SEC IAPD

Nearby Firms

SCHULTZE ASSET MANAGEMENT, LP
MEYER HANDELMAN COMPANY LLC
RESOLUTION CAPITAL (US) LIMITED

Nearby Investors

MARTHA L RAGHUNAUTH
MASAHIRO ALBERTO YAMAZAKI
JONATHAN MARC NADLER

Nearby Offices

SCHULTZE ASSET MANAGEMENT, LP · RYE BROOK, NY
MEYER HANDELMAN COMPANY LLC · RYE BROOK, NY
RESOLUTION CAPITAL (US) LIMITED · RYE BROOK, NY

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