Jason Mengel has been Managing Member of Fusion Capital since July 2010, is a control person of the firm and directly owns between 50% and 75% of it.
Fusion Capital, LLC is a MT. Pleasant, SC firm with $492M under management, 700 clients and 4 advisers across 4 offices, as of its September 2026 filing.
Jason Mengel’s longest registration is the current one, 16 years at Fusion Capital since 2010. Before joining Fusion Capital in 2010, Jason Mengel was registered through American Investment Services.
- Fusion Capital, LLCCurrent– present · 16 yearsMT. Pleasant, SC · Adviser representative · Firm CRD 154726
- American Investment Services– · 2 yearsAiken, SC · Adviser representative · Firm CRD 144088
Investment adviser representative registrations
Jason Mengel is registered as an investment adviser representative in 2 states. The first approvals date from September 2010; the most recent is Texas, in January 2021.
- South CarolinaSince 29 September 2010
- TexasSince 28 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 2008 |
| Series 7 | General Securities Representative Examination | 3 March 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Michael Mengel
- CRD
- 5099803
- Firm
- Fusion Capital · CRD 154726
- Role
- Managing Member
- Office
- 1459 STUART ENGALS BLVD, SUITE 301, MT. Pleasant, SC 29464
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Mengel work?
Jason Mengel has been Managing Member of Fusion Capital, LLC since July 2010, and is a control person of the firm.
Is Jason Mengel a financial advisor?
Yes. Jason Mengel has a current investment-adviser registration in South Carolina and Texas, through Fusion Capital since September 2010.
How many years of experience does Jason Mengel have?
Jason Mengel has 18 years in the financial industry, since July 2008, across 2 adviser firms.
What exams has Jason Mengel passed?
Jason Mengel has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2006.
Where did Jason Mengel work before Fusion Capital?
Before Fusion Capital, Jason Mengel was registered through American Investment Services, April 2008 to July 2010.
Where is Jason Mengel based?
Jason Mengel’s registered office is in MT. Pleasant, SC.
Is Jason Mengel registered with FINRA?
No. Jason Mengel has no current broker registration.
How can I verify Jason Mengel’s record?
Search CRD 5099803 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Mengel’s full registration record.
- Gery SadzewiczChief Compliance Officer
- Daniel WebsterManaging Member