Jay Mehta, financial advisor San Ramon CA

Jay Mehta

CRD Number: 6877344
Current Firm: Veraz Advisors
Compensation Model: Fee Only

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).

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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
Contact Info for Jay Mehta
By the Numbers
  • Total Assets Under Management
    42
    MILLIONS
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $193,384
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Firm Disclaimer:

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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