Emily R. Wood
JEFFREY N. MEHLER, CFP LLC
ESSEX, CT 06426
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CRD#: 6012530
Professional summary
Emily Rebekah Wood, CFP® is a registered financial advisor currently at JEFFREY N. MEHLER, CFP LLC located in Essex, Connecticut.
Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Emily has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Emily R. Wood serves on the Board of Directors of Advancing Connecticut Together (ACT); Non-Profit Board member, Governance, community volunteerism and development; 110 Bartholomew Ave, Suite 3050, Hartford, CT 06106; devoting approximately 3 hours a month, during non-trading hours. 2) Simsbury Meadows Performing Arts Center; Board Member; Investment related: No; 22 Iron Horse Blvd Simsbury CT 06070 USA; Outdoor summertime theater that hosts different shows; Duties: Responsible to know and oversee the implementation of policies and programs; 2023-03-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;
CRS (Client Relationship Summary) - RIA
Click below to view Emily Rebekah Wood's 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®
Start date: 2017
Experience
Current
September 24, 2025 - Present
JEFFREY N. MEHLER, CFP LLC
Office #1: 147 Westbrook Road, Essex, CT 06426RIA
CRD#: 126681
ESSEX, CT
Past
May 17, 2018 - May 27, 2025
CONNECTICUT WEALTH MANAGEMENT, LLC
RIA
CRD#: 154310
FARMINGTON, CT
Past
January 20, 2016 - March 22, 2018
ASSET STRATEGIES, INC.
RIA
CRD#: 119661
Avon, CT
Past
September 5, 2015 - October 23, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
AVON, 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".
JN
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)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(9/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JN
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)Upgrade to AdvisorCheck Premium
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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
8
SEC notice filing (4 States and Territories)
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 | ||
| 10/21/2024 | ||
| 09/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
