Jay Mehta

Current Employers

Employment History

• 10/2001 → Present
  World Investments, Llc
  Lincroft, NJ
• 10/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Other Businesses

1.JAY MEHTA, CPA, CFP 724 PROBST AVE., UNIT #B, FAIRVIEW, NJ 07022 SELF-EMPLOYED TAX PRACTITIONER (SOLE PROPRIETOR) AVERAGE HOURS - 20 HRS PER WEEK SINCE 1/25/2001 PROVIDE TAX PREPARATION AND PLANNING SERVICES ALL YEAR. COMPENSATION BASED ON PROJECT OR HOURLY RATE WORLD/TFS INSURANCE 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738 INSURANCE AGENT INVESTMENT RELATED SALES AND SERVICES OF NON-VARIABLE INSURANCE & ANNUITIES 3.R. STEPHENS FINANCIAL, INC. 1373 BROAD ST., SUITE 312, CLIFTON, NJ 07013 NOT A SALES POSITION BUT SHARE 50% COMMISSION ON OCCASIONAL TERM, UL AND HEALTH INSURANCE PLACED FOR MY CLIENT. IN ALL ABOVE CASES, INSURANCE APPLICATION IS COMPLETED BY ME. I SEND TO R. STEPHENS WHO SENDS TO RESPECTIVE INSURANCE CARRIERS. ULTIMATELY CARRIERS MAIL 50% COMMISSION CHECK TO ME AND 50% TO R. STEPHENS FINANCIAL. 4.BASE (BENEFIT ADM FOR THE SELF EMPLOYED) 601 VISIONS PKWY, SUITE B, ADEL,IA 50003 POSITION - BUSINESS PARTNER NOT A SALES POSITION. REFER TO SMALL BUSINESS TAX CLIENTS WHO QUALIFIES TO SET UP IRS SEC 105 PLANS. CURRENTLY 2 ACTIVE BUS.

Exams

• S66 Uniform Combined State Law Examination
  2000-07-08

Designations