JEFFREY N. MEHLER, CFP LLC
SEC Form ADV profile.
Total regulatory AUM
$416,150,092
Discretionary
$323,853,352
Non-discretionary
$92,296,740
Firm details
- CRD number
- 126681
- SEC file number
- 801-66937
- Main office
- ESSEX, CT, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTP://WWW.JNMEHLER.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.