Jeffrey N. Mehler

JEFFREY N. MEHLER, CFP LLC

ESSEX, CT 06426

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CRD#: 2766229

Professional summary

Jeffrey Nat Mehler, CFP®, who also goes by Jeffrey Mehler, is a registered financial advisor currently at JEFFREY N. MEHLER, CFP LLC located in Essex, Connecticut.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Social Security Planning

Investment Planning

Retirement Planning

Estate Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Mehler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Nat Mehler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

July 13, 2005 - Present

JEFFREY N. MEHLER, CFP LLC

Office #1: 147 Westbrook Road, Essex, CT 06426

RIA

CRD#: 126681

ESSEX, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JEFFREY N. MEHLER, CFP LLC

JEFFREY N. MEHLER, CFP | JEFFREY N.MEHLER, CFP | JEFFREY N. MEHLER, CFP LLC

CRD#: 126681 / SEC#: 801-66937

RIA

Registered Investment Advisory firm - (6/30/2006 Approved)

Connecticut

Registered Investment Advisory firm - (8/15/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(7/13/2005)

IAR

New York
(2/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/1996

Uniform Investment Adviser Law Examination

Current Firm

JEFFREY N. MEHLER, CFP LLC

JEFFREY N. MEHLER, CFP | JEFFREY N.MEHLER, CFP | JEFFREY N. MEHLER, CFP LLC

CRD#: 126681 / SEC#: 801-66937

RIA

Registered Investment Advisory firm - (6/30/2006 Approved)

Connecticut

Registered Investment Advisory firm - (8/15/2006 Terminated)

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Contact information

Main Address

147 Westbrook Road, Essex, CT 06426

Mailing Address

Phone number

(860) 767-9700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JNM ADV PART 2A (AUGUST 29, 2025) (8/29/2025)

Regulatory assets under management

Total Number of Accounts	1,312
AUM (Assets Under Management)	$ 391,334,751

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/13/2025	Cover Page	Report
10/21/2024	Cover Page	Report
09/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Jeffrey N. Mehler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Nat Mehler's CRS (Customer Relationship Summary).

Certified licenses

Experience

JEFFREY N. MEHLER, CFP LLC

Primary Firm SEC Registration

JEFFREY N. MEHLER, CFP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/1996

Current Firm

JEFFREY N. MEHLER, CFP LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JEFFREY N. MEHLER, CFP LLC

TRUST BUT VERIFY

Contact information

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