Jay Mehta (CRD# 6877344) is a principal and fiduciary advisor at Veraz Advisors (San Ramon, CA) and is an Investment Advisor Representative of Horter Investment Management, LLC. Jay holds 2 MBAs - one from the Haas School of Buisness (University of California, Berkeley) and another from Columbia Business School (Columbia University).
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Urok Tax Planners, LLC | San Ramon, CA | Jul 2020 - Current | 3 |
Veraz Advisors, LLC | San Ramon, CA | Jan 2020 - Current | 4 |
Veraz Insurance Solutions | San Ramon, CA | Dec 2019 - Current | 4 |
The Council Of Financial Educators | San Ramon, CA | Apr 2019 - Current | 4 |
Atc Consulting | San Ramon, CA | Jul 2016 - Current | 7 |
Benicia Bay Physical Therapy | Benicia, CA | Jul 2005 - Current | 18 |
Horter Investment Management | Cincinnati, OH | Nov 2017 - Apr 2020 | 2 |
Veraz Advisors (f/k/a Eyd Solutions) | San Ramon, CA | Jul 2017 - Dec 2019 | 2 |
Boca Executive Realty | Boca Raton, FL | Oct 2014 - Jul 2016 | 1 |
Quest Equity Partners | Dublin, CA | Apr 2013 - Apr 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CA
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts219ACCOUNTS
-
Average Account Value$193,384
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Veraz Advisors. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
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