Jitendra Chandershaikher Mehta

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 03/2024 → 08/2025
  Brg Realty Corp
  San Jose, CA
• 09/2023 → 02/2024
  Real Estate Experts
  Campbell, CA
• 11/2019 → 08/2023
  Keller William Thrive
  Cupertino, CA
• 12/2018 → 11/2019
  Keller Williams Palo Alto
  Palo Alto, CA
• 05/2017 → 12/2018
  Keller Williams - Bay Area Estates
  Los Gatos, CA
• 09/2015 → 05/2017
  Adijay Enterprises Llc
  Cupertino, CA
• 01/2026 → Present
  Bank Of America, N.A.
  San Jose, CA

Previous Registrations

• 2014-03-31 → 2015-09-30
  Concert Wealth Management
  San Jose, CA
  Saratoga, CA
• 2012-05-15 → 2013-02-21
  Bancwest Investment Services, Inc.
  Mountain View, CA
  San Jose, CA
  Sunnyvale, CA
• 2011-01-26 → 2012-05-03
  Ameriprise Financial Services, Llc
  San Jose, CA
• 2005-08-17 → 2009-06-03
  Charles Schwab & Co., Inc.
  Cupertino, CA
  Cupertino, CA
• 2004-05-04 → 2005-01-13
  Morgan Stanley Dw Inc.
  San Jose, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-16
• S63 Uniform Securities Agent State Law Examination
  2024-12-10

Other Names

• Jitendra C Mehta
• Jay Mehta