Jason Michael Mengel
Investment adviser representative at Fusion Capital, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$492.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Fusion Capital, LLCAug 2010 to now
- Mengel Financial GroupApr 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Fusion Capital, LLC
$492.3MAssets managed
700Clients
4Advisers
9 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
- 5099803
- Firm CRD
- 154726