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JEFFREY N. MEHLER, CFP LLC
CRD 126681File 801-66937
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$416.2M
Below cohort median (national)
Discretionary AUM
$323.9M
Non-discretionary $92.3M
Clients
177
1,264 accounts
Employees
9
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 30, 2006
- Principal office
- 147 WESTBROOK ROAD, ESSEX, CT, 06426
- Phone
- 860-767-9700
- Website
- HTTP://WWW.JNMEHLER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $416.2M
- Discretionary AUM
- $323.9M
- Non-discretionary AUM
- $92.3M
- Discretionary accounts
- 940
- Non-discretionary accounts
- 324
- Total accounts
- 1,264
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $29 |
| Charitable organizations | Fewer than 5 | $2.7M |
| High net worth individuals | 131 | $393.4M |
| Individuals (other than high net worth individuals) | 46 | $20.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 171 | 177 | increased by6 |
| Apr 1, 2026 | AUM | $391,334,751 | $416,150,092 | increased by$24,815,341 |
| Apr 1, 2026 | Accounts | 1,312 | 1,264 | decreased by48 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 185 | 171 | decreased by14 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $380,870,953 | $391,334,751 | increased by$10,463,798 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,318 | 1,312 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 173 | 185 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $284,825,224 | $380,870,953 | increased by$96,045,729 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,214 | 1,318 | increased by104 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 167 | 173 | increased by6 |
| Apr 1, 2022 | AUM | $236,230,689 | $284,825,224 | increased by$48,594,535 |
| Apr 1, 2022 | Accounts | 1,126 | 1,214 | increased by88 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JEFFREY MEHLER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JEFFREY MEHLER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.