Unclaimed Profile

Jason Michael Mengel

FUSION CAPITAL, LLC·MT. PLEASANT, South Carolina

Series 7, Series 63, Series 65CFPClean record18 years registeredFUSION CAPITAL, LLC

1459 STUART ENGALS BLVD, MT. PLEASANT, SC 29464CRD# 5099803Firm CRD# 154726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Michael Mengel · MT. PLEASANT, SC

Registration

CRD #5099803 · FUSION CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FUSION CAPITAL, LLC

Sep 2010 – present

AMERICAN INVESTMENT SERVICES

Apr 2008 – Jul 2010

AIKEN, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 16, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUSION CAPITAL, LLC

CRD 154726 · SEC 801-110473

AUM

$360M

Regulatory assets under management

Employees

1,758 client accounts

Services offered by FUSION CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FUSION CAPITAL, LLC →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MT. PLEASANT?

Browse all registered financial advisors in MT. PLEASANT, South Carolina or claim this profile if it's yours.

Browse MT. PLEASANT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason Michael Mengel offer?

Jason Michael Mengel specializes in Investment Management, Fee-Only Advisory. Contact their office in MT. PLEASANT, South Carolina for a consultation.

What are Jason Michael Mengel's credentials?

Jason Michael Mengel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Michael Mengel located?

Jason Michael Mengel is based in MT. PLEASANT, South Carolina, working with FUSION CAPITAL, LLC. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.

How does Jason Michael Mengel charge for services?

Jason Michael Mengel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUSION CAPITAL, LLC?

FUSION CAPITAL, LLC has approximately 6 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →