Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Mehta is an Investment Advisor Representative at Veraz Advisors. Jay has been in the industry since 2013. Jay has experience in a variety of financial service disciplines and is an instructor for the Council of Financial Educators. In addition to his work at Veraz Advisors, Jay is also the CEO of Veraz Insurance Solutions, a firm that provides insurance sales, health & life. Jay is a Series 65 licensed professional. Jay is a well-rounded financial professional with experience in many different areas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Assets under advisement (aua)
1
2
CA
03/05/2020 - Present
Veraz Advisors (SAN RAMON CA)
IA
Issued 10/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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