Jay Mehta has been CCO/CEO of Veraz Advisors since February 2020, is a control person of the firm and directly owns under 5% of it. Jay Mehta holds an MBA from Haas School of Business, UC Berkeley and an MBA from Columbia Business School, Columbia University.
Veraz Advisors, LLC is a San Ramon, CA firm with $110M under management, 150 clients and 3 advisers across 2 offices, as of its June 2026 filing.
Jay Mehta is Chief Executive & Co-Founder of Veraz Advisors, based in San Ramon, California. Mehta began his career in 1999 and has led firms across information technology, health care, real estate and financial services, including in roles as CEO and Chairman. He is an instructor for the Council of Financial Educators, a non-profit that provides financial education to students.
Jay Mehta’s longest registration is the current one, 6 years at Veraz Advisors since 2020. Before joining Veraz Advisors in 2020, Jay Mehta was registered through Horter Investment Management, LLC.
- Horter Investment Management, LLC– · 2 yearsSan Ramon, CA · Adviser representative · Firm CRD 119880
Investment adviser representative registrations
Jay Mehta is registered as an investment adviser representative in California, since March 2020.
- CaliforniaSince 5 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 October 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6877344
- Firm
- Veraz Advisors · CRD 304619
- Role
- CCO/CEO
- Office
- 2355 SAN RAMON VALLEY BLVD,, SUITE 204, San Ramon, CA 94583
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- verazadvisors.com
Where does Jay Mehta work?
Jay Mehta has been CCO/CEO of Veraz Advisors, LLC since February 2020, and is a control person of the firm.
Is Jay Mehta a financial advisor?
Yes. Jay Mehta has a current investment-adviser registration in California, through Veraz Advisors since March 2020.
How many years of experience does Jay Mehta have?
Jay Mehta has 8 years in the financial industry, since November 2017, across 2 adviser firms.
What exams has Jay Mehta passed?
Jay Mehta passed the Series 65 in October 2017.
Where is Jay Mehta based?
Jay Mehta’s registered office is in San Ramon, CA.
Is Jay Mehta registered with FINRA?
No. Jay Mehta has no current broker registration.
How can I verify Jay Mehta’s record?
Search CRD 6877344 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Mehta’s full registration record.