About Us

Jed Mengel

Financial Professional
Phone: 515-267-2673
Mobile: 515-480-1375
Fax: 515-243-4007

My goal is to provide tailored strategies and practical financial solutions for my clients. As a Financial Professional, I enable my clients to make informed decisions and take effective actions towards meeting their specific goals. I offer a broad range of options for my client’s individual and planning needs, such as: ?

Financial Planning Strategies – Estate Planning, Retirement Planning, Education Funding ?

Investment Services – Asset Accumulation, Wealth Management ?

Risk Management – Life Insurance, Annuities, Disability and Long Term Care Insurance ?

Business Planning – Business Succession and Employee Benefit Plans For a complementary review of your financial objectives, please contact me. 

 

Equitable Advisors (NY, NY), member SIPC, a broker-dealer / Equitable Advisors, an SEC-registered investment advisor. Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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Check the background of this financial professional on FINRA's BrokerCheck