Jeffrey N. Mehler, CFP LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jeffrey N. Mehler, CFP® LLC provides financial planning, ongoing investment management, monitoring and consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm also offers specialized services such as forensic financial statement analysis in divorce matters and periodic reviews and reporting for clients’ custodial accounts.
JNM uses fundamental analysis to construct customized portfolios and employs a mix of long‑ and short‑term strategies, offering both discretionary and non‑discretionary management depending on client needs. The firm’s investment program includes more advanced tools than many peers — it may use borrowing (margin) and derivative instruments, including option strategies and short sales, within separately managed accounts.
Compared with similarly sized advisory firms, JNM manages a largely discretionary asset base (over $300 million of roughly $416 million in AUM across about 177 clients served by three advisors) and undertakes activities that create atypical operational oversight, such as having an adviser serve as trustee on certain client trusts (with associated surprise audits). These governance arrangements and the availability of forensic analysis and private‑fund recommendations distinguish its service mix from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $2 Million: 1.35% $2 Million - $5 Million: 1.10% $5 Million - $10 Million: 0.95% $10 Million+: 0.75%
Up to $600 per hour for consulting services
Financial Planning Services fees on annual retainer basis, billed quarterly ranging from $500 to $10,000 per quarter
Account minimum: $1,500,000 Fee-only: Financial Planning Services fees billed quarterly as annual retainer ranging from $500 to $10,000 per quarter; Consulting Services fees up to $600 per hour
Main office
147 Westbrook Road
Essex CT 06426
Advisors at this office
3
Most active in
Connecticut · Massachusetts · New Jersey · New York
Also doing business as
Jeffrey N. Mehler, Cfp · Jeffrey N. Mehler, Cfp LLC · Jeffrey N.Mehler, Cfp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Emily W
CFP®, Series 63, Series 65
Essex, CT
Jeffrey N. Mehler, CFP LLC
Emily Wood is a CFP® professional with nine years of industry experience, currently serving as an advisor at Jeffrey N. Mehler, CFP LLC. She previously worked at Connecticut Wealth Management, LLC and Asset Strategies, Inc. Wood is a board member of Advancing Connecticut Together and the Simsbury Meadows Performing Arts Center. Jeffrey N. Mehler, CFP LLC is an independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. The firm offers customized financial planning and investment management services, employing a range of strategies including derivatives and margin transactions.
Derek L
CFP®
Essex, CT
Jeffrey N. Mehler, CFP LLC
Derek Lyon is a CFP® professional at Jeffrey N. Mehler, CFP LLC with one year of experience in financial advising. His prior work history includes roles at Aquilance, LLC, SS&C Technologies, Barnes Group Inc., Hickok & Boardman Insurance Group, and the University of Vermont. Jeffrey N. Mehler, CFP® LLC provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build customized portfolios and employs advanced investment strategies including margin and derivatives, managing a largely discretionary asset base with specialized services such as forensic financial statement analysis.
Jeffrey M
CFP®, Series 65
Essex, CT
Jeffrey N. Mehler, CFP LLC
Jeffrey Mehler is a CFP® professional with 20 years of experience in financial advising. He has led Jeffrey N. Mehler, CFP LLC since 2005. The firm is an SEC-registered independent investment adviser managing approximately $391 million for individuals, trusts, estates, charitable organizations, and business entities. Jeffrey N. Mehler, CFP LLC provides financial planning, discretionary and non-discretionary investment management, and consulting services, including forensic financial statement analysis for divorce matters. The firm’s investment approach is based on fundamental analysis and uses a range of strategies, including derivatives and margin transactions, to construct customized portfolios.
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