Joseph Jeffrey Mengis
Investment adviser representative at Mengis Capital Management, Inc.
25 yearsExperience
1 stateRegistered in
$903.5MFirm assets
24 yearsFirm in business
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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
Experience
25 years in the industry.
- Mengis Capital Management, Inc.Nov 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (OR).
Mengis Capital Management, Inc.
$903.5MAssets managed
300Clients
6Advisers
24 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
- 1634264
- Firm CRD
- 117127