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JEFFREY N. MEHLER, CFP LLC

ESSEX, CT · CRD 126681 · IAPD ↗ · jnmehler.com · 860-767-9700

$416.2MRegulatory AUM
4Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2024 — JEFFREY N. MEHLER, CFP LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.