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Cco/ceo · Veraz Advisors

Jay Mehta

CRD 6877344 · Named on Form ADV at one SEC-registered adviser

At a glance

Veraz Advisors, an SEC-registered wealth manager based in SAN Ramon, CA with $110 million in regulatory assets, lists Jay Mehta on its Form ADV as Cco/ceo, a control person.

Firms and roles

  • Veraz AdvisorsCco/ceoWealth manager · SAN Ramon, CA · $110M in regulatory assets

AtlasMembers

Jay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.