Jay Mehta, financial advisor San Ramon CA

Jay Mehta

CRD Number: 6877344
Current 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).

CONTACT
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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
Contact Info for Jay Mehta
Phone Number: 925-309-8650
Advisor Website: http://www.verazadvisors.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    546
    MILLIONS
  • Total Number of Accounts
    3,495
    ACCOUNTS
  • Average Account Value
    $156,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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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Data verified by both the advisor and the public regulatory data.

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