JM
Jay Mehta
VERAZ ADVISORS
San Ramon, CA 94583
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CRD#: 6877344
JM
Professional summary
Jay Mehta is a registered financial advisor currently at VERAZ ADVISORS located in San Ramon, California.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jay has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1). The Name of the other business: Veraz Insurance Solutions Investment Related?: Yes Address of other business: Ramon, CA Nature of other business: Insurance Sales, Health & Life Your position: CEO & Producer Start Date: 12/2019 ow many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 10 2).The Name of the other business: Benicia Bay Physical Therapy Investment Related?: No Address of other business: Benicia, CA Nature of other business: Physical Therapy Clinic Your position: Chairman Start Date: 07/2005 How many hours you devote to the other business per month: 6 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Family owned business - primarily assist my wife with accounting related issues. 3).The Name of the other business: ATC Consulting Investment Related?: No Address of other business: Dublin, CA Nature of other business: Consulting Services Your position: Sr. Partner Start Date: 07/2016 How many hours you devote to the other business per month: 6 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Monthly accounting reconciliations 4). The Name of the other business: Council of Financial Educators Investment Related?: No Address of other business: 970 Lake Carillon Drive, Suite 300, St. Petersburg, FL 33716 Nature of other business: The Council of Financial Educators (COFE) is an association of professionals from various financial service industry disciplines who are convinced that a clear understanding of a variety of financial tools and strategies is the first step toward making sound financial decisions regarding retirement. Your position: Instructor Start Date: 04/09/2019 How many hours you devote to the other business per month: 20 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: I will be teaching courses 5). The Name of the other business: Urok Tax Planners, LLC Investment Related?: No Address of other business: San Ramon, CA Nature of other business: Tax Preparation and Planning Your position: CEO Start Date: 07/2020 How many hours you devote to the other business per month: 0 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: CEO
CRS (Client Relationship Summary) - RIA
Click below to view Jay Mehta's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 5, 2020 - Present
VERAZ ADVISORS
Office #1: 2355 San Ramon Valley Blvd, Suite 204, San Ramon, CA 94583RIA
CRD#: 304619
San Ramon, CA
Past
November 3, 2017 - April 30, 2020
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
San Ramon, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/5/2020)
Current Firm
VA
VERAZ ADVISORS
VERAZ ADVISORS | VERAZ ADVISORS, LLC
CRD#: 304619 / SEC#:
California
Registered Investment Advisory firm - (3/5/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2355 San Ramon Valley Blvd, Suite 204, San Ramon, CA 94583
Mailing Address
P.o. Box 1041, Danville, CA 94526
Phone number
(925) 309-5535
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 379 |
| AUM (Assets Under Management) | $ 86,101,616 |
Red Flags
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Company Information
VERAZ ADVISORS
CRD#: 304619San Ramon, CA 94583TRUST BUT VERIFY
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