JEFFREY N. MEHLER, CFP LLC
CRD #126681 SEC #801-66937 ESSEX, CT 860-767-9700
SEC Registered
Total AUM
$391.3M
Discretionary
$301.5M
Employees
8
Clients
101
Accounts
1,312
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $391.3M | $301.5M | $89.8M | 8 | 0 |
| Jun 2025 | $391.3M | $301.5M | $89.8M | 8 | 0 |
| Jun 2025 | $391.3M | $301.5M | $89.8M | 8 | 0 |
| May 2025 | $379.8M | $291.7M | $88.1M | 8 | 0 |
| May 2025 | $379.8M | $291.7M | $88.1M | 8 | 0 |
| May 2025 | $379.8M | $291.7M | $88.1M | 8 | 0 |
| Feb 2025 | $380.9M | $294.8M | $86.1M | 8 | 0 |
| Feb 2025 | $380.9M | $294.8M | $86.1M | 8 | 0 |
| Dec 2024 | $323.2M | $243.4M | $79.8M | 8 | 0 |
| Sep 2024 | $323.2M | $243.4M | $79.8M | 8 | 0 |
| Jul 2024 | $323.2M | $243.4M | $79.8M | 8 | 0 |
| Mar 2024 | $323.2M | $243.4M | $79.8M | 8 | 0 |
| Mar 2024 | $323.2M | $243.4M | $79.8M | 8 | 0 |
| Nov 2023 | $295.3M | $216.3M | $79M | 6 | 0 |
| Mar 2023 | $295.3M | $216.3M | $79M | 6 | 0 |
| Mar 2023 | $295.3M | $216.3M | $79M | 6 | 0 |
| Mar 2023 | $295.3M | $216.3M | $79M | 6 | 0 |
| Feb 2023 | $295.3M | $216.3M | $79M | 6 | 0 |
| Jul 2022 | $284.8M | $190.4M | $94.4M | 6 | 0 |
| Mar 2022 | $284.8M | $190.4M | $94.4M | 6 | 0 |
| Mar 2022 | $284.8M | $190.4M | $94.4M | 6 | 0 |
| Aug 2021 | $236.2M | $164.5M | $71.7M | 5 | 0 |
| Mar 2021 | $236.2M | $164.5M | $71.7M | 5 | 0 |
| Jun 2020 | $206.8M | $140.3M | $66.5M | 5 | 0 |
| Jun 2020 | $206.8M | $140.3M | $66.5M | 5 | 0 |
| May 2020 | $206.8M | $140.3M | $66.5M | 5 | 0 |
| Apr 2020 | $206.8M | $140.3M | $66.5M | 5 | 0 |
| Mar 2019 | $180.8M | $100.7M | $80.1M | 5 | 16 |
| Mar 2018 | $169.5M | $103.9M | $65.6M | 6 | 16 |
| May 2017 | $136.8M | $82.3M | $54.5M | 5 | 100 |
| Apr 2017 | $164.9M | $111.8M | $53.1M | 5 | 100 |
| Apr 2017 | $164.9M | $111.8M | $53.1M | 5 | 100 |
| Mar 2017 | $164.9M | $111.8M | $53.1M | 5 | 100 |
| Feb 2017 | $164.9M | $111.8M | $53.1M | 5 | 100 |
| Feb 2016 | $157.3M | $127.4M | $29.9M | 5 | 100 |
| Feb 2015 | $152.7M | $124.5M | $28.2M | 5 | 100 |
| Sep 2014 | $138.7M | $118M | $20.7M | 7 | 100 |
| May 2014 | $138.7M | $118M | $20.7M | 7 | 100 |
| Apr 2014 | $138.7M | $118M | $20.7M | 7 | 100 |
| Feb 2014 | $138.7M | $118M | $20.7M | 7 | 100 |
| Mar 2013 | $115.8M | $100M | $15.8M | 7 | 100 |
| Mar 2012 | $97M | $78M | $19M | 1 | 26 |
| Mar 2011 | $100M | $80M | $20M | 5 | -- |
| Mar 2010 | $75M | $60M | $15M | 5 | -- |
| Mar 2008 | $65M | $50M | $15M | 5 | -- |
| Mar 2007 | $49M | $5M | $44M | 5 | -- |
| Feb 2007 | $49M | $5M | $44M | 5 | -- |
DateAug 2025
Total AUM$391.3M
Discretionary$301.5M
Non-Disc.$89.8M
Employees8
Clients0
DateJun 2025
Total AUM$391.3M
Discretionary$301.5M
Non-Disc.$89.8M
Employees8
Clients0
DateJun 2025
Total AUM$391.3M
Discretionary$301.5M
Non-Disc.$89.8M
Employees8
Clients0
DateMay 2025
Total AUM$379.8M
Discretionary$291.7M
Non-Disc.$88.1M
Employees8
Clients0
DateMay 2025
Total AUM$379.8M
Discretionary$291.7M
Non-Disc.$88.1M
Employees8
Clients0
DateMay 2025
Total AUM$379.8M
Discretionary$291.7M
Non-Disc.$88.1M
Employees8
Clients0
DateFeb 2025
Total AUM$380.9M
Discretionary$294.8M
Non-Disc.$86.1M
Employees8
Clients0
DateFeb 2025
Total AUM$380.9M
Discretionary$294.8M
Non-Disc.$86.1M
Employees8
Clients0
DateDec 2024
Total AUM$323.2M
Discretionary$243.4M
Non-Disc.$79.8M
Employees8
Clients0
DateSep 2024
Total AUM$323.2M
Discretionary$243.4M
Non-Disc.$79.8M
Employees8
Clients0
DateJul 2024
Total AUM$323.2M
Discretionary$243.4M
Non-Disc.$79.8M
Employees8
Clients0
DateMar 2024
Total AUM$323.2M
Discretionary$243.4M
Non-Disc.$79.8M
Employees8
Clients0
DateMar 2024
Total AUM$323.2M
Discretionary$243.4M
Non-Disc.$79.8M
Employees8
Clients0
DateNov 2023
Total AUM$295.3M
Discretionary$216.3M
Non-Disc.$79M
Employees6
Clients0
DateMar 2023
Total AUM$295.3M
Discretionary$216.3M
Non-Disc.$79M
Employees6
Clients0
DateMar 2023
Total AUM$295.3M
Discretionary$216.3M
Non-Disc.$79M
Employees6
Clients0
DateMar 2023
Total AUM$295.3M
Discretionary$216.3M
Non-Disc.$79M
Employees6
Clients0
DateFeb 2023
Total AUM$295.3M
Discretionary$216.3M
Non-Disc.$79M
Employees6
Clients0
DateJul 2022
Total AUM$284.8M
Discretionary$190.4M
Non-Disc.$94.4M
Employees6
Clients0
DateMar 2022
Total AUM$284.8M
Discretionary$190.4M
Non-Disc.$94.4M
Employees6
Clients0
DateMar 2022
Total AUM$284.8M
Discretionary$190.4M
Non-Disc.$94.4M
Employees6
Clients0
DateAug 2021
Total AUM$236.2M
Discretionary$164.5M
Non-Disc.$71.7M
Employees5
Clients0
DateMar 2021
Total AUM$236.2M
Discretionary$164.5M
Non-Disc.$71.7M
Employees5
Clients0
DateJun 2020
Total AUM$206.8M
Discretionary$140.3M
Non-Disc.$66.5M
Employees5
Clients0
DateJun 2020
Total AUM$206.8M
Discretionary$140.3M
Non-Disc.$66.5M
Employees5
Clients0
DateMay 2020
Total AUM$206.8M
Discretionary$140.3M
Non-Disc.$66.5M
Employees5
Clients0
DateApr 2020
Total AUM$206.8M
Discretionary$140.3M
Non-Disc.$66.5M
Employees5
Clients0
DateMar 2019
Total AUM$180.8M
Discretionary$100.7M
Non-Disc.$80.1M
Employees5
Clients16
DateMar 2018
Total AUM$169.5M
Discretionary$103.9M
Non-Disc.$65.6M
Employees6
Clients16
DateMay 2017
Total AUM$136.8M
Discretionary$82.3M
Non-Disc.$54.5M
Employees5
Clients100
DateApr 2017
Total AUM$164.9M
Discretionary$111.8M
Non-Disc.$53.1M
Employees5
Clients100
DateApr 2017
Total AUM$164.9M
Discretionary$111.8M
Non-Disc.$53.1M
Employees5
Clients100
DateMar 2017
Total AUM$164.9M
Discretionary$111.8M
Non-Disc.$53.1M
Employees5
Clients100
DateFeb 2017
Total AUM$164.9M
Discretionary$111.8M
Non-Disc.$53.1M
Employees5
Clients100
DateFeb 2016
Total AUM$157.3M
Discretionary$127.4M
Non-Disc.$29.9M
Employees5
Clients100
DateFeb 2015
Total AUM$152.7M
Discretionary$124.5M
Non-Disc.$28.2M
Employees5
Clients100
DateSep 2014
Total AUM$138.7M
Discretionary$118M
Non-Disc.$20.7M
Employees7
Clients100
DateMay 2014
Total AUM$138.7M
Discretionary$118M
Non-Disc.$20.7M
Employees7
Clients100
DateApr 2014
Total AUM$138.7M
Discretionary$118M
Non-Disc.$20.7M
Employees7
Clients100
DateFeb 2014
Total AUM$138.7M
Discretionary$118M
Non-Disc.$20.7M
Employees7
Clients100
DateMar 2013
Total AUM$115.8M
Discretionary$100M
Non-Disc.$15.8M
Employees7
Clients100
DateMar 2012
Total AUM$97M
Discretionary$78M
Non-Disc.$19M
Employees1
Clients26
DateMar 2011
Total AUM$100M
Discretionary$80M
Non-Disc.$20M
Employees5
Clients--
DateMar 2010
Total AUM$75M
Discretionary$60M
Non-Disc.$15M
Employees5
Clients--
DateMar 2008
Total AUM$65M
Discretionary$50M
Non-Disc.$15M
Employees5
Clients--
DateMar 2007
Total AUM$49M
Discretionary$5M
Non-Disc.$44M
Employees5
Clients--
DateFeb 2007
Total AUM$49M
Discretionary$5M
Non-Disc.$44M
Employees5
Clients--