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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-2005
- Office Locations
- 1
Office Locations
About Jeffrey N. Mehler, CFP LLC
Jeffrey N. Mehler, CFP LLC is a Connecticut-based, fee-only RIA founded in 1994, providing practical, unbiased financial planning and investment advisory services for retail and institutional clients. The firm emphasizes research-driven portfolio construction (including ETFs and mutual funds), continuous education on tax, estate and Social Security changes, and modern planning/portfolio technology to serve clients securely and remotely. Founder Jeff Mehler is a NAPFA member and frequent media source (WSJ, Kiplinger’s).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY NAT MEHLER
Investment Advisor
- CRD
- #2766229
- Ownership
- 75% or more
PETER P GALLOWAY
Chief Compliance Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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EMILY REBEKAH WOOD
--
- CRD
- #6012530
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,853,352 | $344,525 |
| Non-Discretionary | $92,296,740 | $284,866 |
| Total | $416,150,092 | $329,233 |
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Separately Managed Accounts
Total SMA Asset: $416,150,092
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $38,298,487 | 4.8% |
| Equity - Exchange | $87,767,366 | 11.0% |
| Cash | $122,874,312 | 15.4% |
| Other | $163,566,455 | 20.5% |
| Municipal Bonds | $68,618,122 | 8.6% |
| U.S. Government/Agency | $110,906,035 | 13.9% |
| Corporate - Investment Grade | $75,001,204 | 9.4% |
| Other | $130,853,163 | 16.4% |
| Total | $797,885,144 | 100.0% |