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Jeffrey Lawrence Mueller

Investment Adviser Representative at WAVERLY ADVISORS, LLC

Canon City, COCRD #4421457Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
2 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Lawrence Mueller has worked in the securities industry since 1999. They are registered to provide investment advisory services in Colorado and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
ColoradoTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Waverly Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WAVERLY ADVISORS, LLCCurrent
10/30/2024Canon City, CO
MUELLER FINANCIAL SOLUTIONS CO.
1/1/19991/13/2025Canon City, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Lawrence Mueller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jeffrey Lawrence Mueller - Financial Advisor in Canon City, CO | AdvisorFinder