Veraz Advisors

Veraz Advisors (CRD# 304619) is a financial advisory firm headquartered in San Ramon, CA. They manage $72,537,910 in 351 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2355 San Ramon Valley Blvd,, Suite 204, San Ramon, CA 94583
https://www.verazadvisors.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $206,661
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

Financial Advisors at Veraz Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jay Mehta, financial advisor San Ramon CA
Jay Mehta
CRD#: 6877344
2355 San Ramon Valley Blvd,, Suite 204, San Ramon, CA 94583

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).

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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