Jessica Michelle Demler
Investment adviser representative at Oxler Private Wealth
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$578.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Oxler Private Wealth LLCAug 2020 to now
- Bryant UniversitySep 2019 to now
- Glenn Carpet, LLCMay 2012 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Oxler Private Wealth
Legal name: Oxler Private Wealth LLC
$578.1MAssets managed
151Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7265023
- Firm CRD
- 309684