RIA Intel›Advisers›Connecticut›JEFFREY N. MEHLER, CFP LLC

JEFFREY N. MEHLER, CFP LLC

Advisory

N·ESSEX, CT

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$416M

1-Year AUM Growth

+9.4%

3-Year CAGR

+9.9%

Employees

4

Assets Under Management

Total AUM$416M

Discretionary AUM$324M

Non-Discretionary AUM$92M

Discretionary %77.8%

Total Clients171

Team

Total Employees4

Investment Advisers9

Employee Growth (1Y)+50.0%

Filing History

Total Filings on Record44

First FilingJun 19, 2006

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JEFFREY N. MEHLER, CFP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.