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Jeffrey Mehler

Member at Jeffrey N. Mehler, CFP in Essex, CT

Investment adviser registrationUpdated

Jeffrey Mehler holds the title Member at Jeffrey N. Mehler, CFP LLC, an investment adviser managing $416M, and works from its Essex, CT office. Jeffrey Mehler has been registered as an investment adviser representative through Jeffrey N. Mehler, CFP since 13 July 2005, has 21 years in the industry across 1 firm and has passed the Series 65.

21
Years in industry
21
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jeffrey Mehler has held the title Member at Jeffrey N. Mehler, CFP since June 2005, is a control person of the firm and directly owns 75% or more of it.

Jeffrey N. Mehler, CFP LLC is an Essex, CT firm with $416M under management, 177 clients and 4 advisers in one office, as of its March 2026 filing.

  1. Jeffrey N. Mehler, CFP LLCCurrent
    – present · 21 years
    Essex, CT · Adviser representative · Firm CRD 126681

Credentials and registrations

Investment adviser representative registrations

Jeffrey Mehler is registered as an investment adviser representative in 2 states. The first approvals date from July 2005; the most recent is New York, in February 2021.

  • ConnecticutSince 13 July 2005
  • New YorkSince 15 February 2021

Examinations

Series 6529 May 1996
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jeffrey Nat Mehler
CRD
2766229
Firm
Jeffrey N. Mehler, CFP · CRD 126681
Role
Member
Office
147 WESTBROOK ROAD, Essex, CT 06426
Registration
Investment adviser registration
In the industry since
July 2005
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jeffrey Mehler work?

Jeffrey Mehler has held the title Member at Jeffrey N. Mehler, CFP LLC since June 2005, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Jeffrey Mehler a financial advisor?

Yes. Jeffrey Mehler has a current investment-adviser registration in Connecticut and New York, through Jeffrey N. Mehler, CFP since July 2005.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jeffrey Mehler have?

Jeffrey Mehler has 21 years in the financial industry, since July 2005, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jeffrey Mehler passed?

Jeffrey Mehler passed the Series 65 in May 1996.

Source: IAPD individual record, checked 22 October 2026

Where is Jeffrey Mehler based?

Jeffrey Mehler’s registered office is in Essex, CT.

Source: IAPD individual record, checked 22 October 2026

Is Jeffrey Mehler registered with FINRA?

No. Jeffrey Mehler has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jeffrey Mehler’s record?

Search CRD 2766229 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Mehler’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Jeffrey N. Mehler, CFP

Sources

  1. IAPD individual record, CRD 2766229, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Jeffrey N. Mehler, CFP LLC, filed 30 March 2026. Title, control and ownership bands.
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