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Joseph Jeffrey Mengis

Mengis Capital Management, Inc.

Portland, OR

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Current Employers
Mengis Capital Management, Inc.

One Sw Columbia Suite 780, Portland, OR 97204 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2001-11-29
  • OR RA
    APPROVED
    Since 2001-11-29

Branch Locations

One Sw Columbia Suite 780, Portland, OR 97258 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mengis Capital Management, Inc. Portland OR 11/2001 Present
Other Businesses

1. St. Vincent Medical Center - Heart Leadership Cabinet, non-investment related, 9205 SW Barnes Road, Portland, OR 97225, community outreach for Heart Institute Providence, part of advocate group, October 2018, 1.5 hours per quarter after trading hours, 1.5 hours per quarter during trading hours, advocate for Heart Institute by attending meetings and sharing knowledge of program; 2. The Park Academy, non-investment related, 1915 South Shore Blvd, Lake Oswego, OR 97034, a school for dyslexic children, Director, July 2012, 1.5 hours per month after trading hours, 1.5 hours per month during trading hours, Chair Development Committee/serve on board; 3. Portland Police Historical Society, non-investment related, 1111 SW 2nd Ave, Portland, OR 97204, operation of Portland police museum, Director, January 2019, 1 hour every 6 months after trading hours, zero hours during trading hours, serve on board to support museum in very limited capacity; and 4. Harold and Margaret Taylor Foundation, non-investment related, 5520 S Macadam Ave, Ste 255, Portland OR 97239, making grants to various charitable organizations, Director, August 2016, 1 hour per year after trading hours, zero hours during trading hours, serve as director in very limited capacity reviewing gifts and filing minutes for annual board meeting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-13
S63 Uniform Securities Agent State Law Examination 1987-03-19
  • S65 Uniform Investment Adviser Law Examination
    2001-06-13
  • S63 Uniform Securities Agent State Law Examination
    1987-03-19
Other Names
  • Joseph Jeffery Mengis
  • Jeff Mengis

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