Jay Mehta
CRD Number: 6877344Current Firm: Horter Investment Management, LLC
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).
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 1245314
Wealth & Tax Planners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horter Investment Management | Cincinnati, OH | Nov 2017 - Current | 3 |
| Veraz Advisors | San Ramon, CA | Jul 2016 - Current | 4 |
| Atc Consulting | San Ramon, CA | Jul 2016 - Current | 4 |
| Benicia Bay Physical Therapy | Benicia, CA | Jul 2005 - Current | 15 |
| Boca Executive Realty | Boca Raton, FL | Oct 2014 - Jul 2016 | 1 |
| Quest Equity Partners | Dublin, CA | Apr 2013 - Apr 2016 | 3 |
| Vmp Nutrition | Irving, CA | Apr 2011 - Mar 2013 | 1 |
| Atc Consulting | Dublin, CA | Mar 2004 - Apr 2011 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CA
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Total Assets Under Management546MILLIONS
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Total Number of Accounts3,495ACCOUNTS
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Average Account Value$156,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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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