JEFFREY N. MEHLER, CFP LLC
SEC file number 801-66937
· ESSEX, CT
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$323.2M
Discretionary AUM
$243.4M
Employees
8
Clients
—
Firm
- Address
- 147 WESTBROOK ROAD
ESSEX, CT 06426 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Jeffrey LLC Low name-match confidence · CIK 1668874 · OH
- Swell Watercraft LLC Low name-match confidence · CIK 1920292 · IA
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Jeffrey LLC · D · Feb 5, 2026