Unclaimed Profile

Jason Michael Mengel

FUSION CAPITAL, LLC·MT. PLEASANT, South Carolina

Clean recordFUSION 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Michael Mengel is a registered financial advisor based in MT. PLEASANT, South Carolina, affiliated with FUSION CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

FUSION CAPITAL, LLC

AUM

$360M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FUSION CAPITAL, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5099803

Firm CRD# 154726

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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.

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