Jay Mehta

Current Employers

Employment History

• 01/2020 → Present
  Veraz Advisors, Llc
  San Ramon, CA
• 07/2016 → Present
  Atc Consulting
  San Ramon, CA
• 07/2005 → Present
  Benicia Bay Physical Therapy
  Benicia, CA
• 11/2017 → 04/2020
  Horter Investment Management
  Cincinnati, OH
• 12/2019 → Present
  Veraz Insurance Solutions
  San Ramon, CA
• 07/2017 → 12/2019
  Veraz Advisors (F/K/A Eyd Solutions)
  San Ramon, CA
• 04/2019 → Present
  The Council Of Financial Educators
  San Ramon, CA
• 07/2020 → Present
  Urok Tax Planners, Llc
  San Ramon, CA

Previous Registrations

• 2017-11-03 → 2020-04-30
  Horter Investment Management, Llc
  Dublin, CA
  Cincinnati, OH
  San Ramon, CA

Other Businesses

1). The Name of the other business: Veraz Insurance Solutions Investment Related?: Yes Address of other business: Ramon, CA Nature of other business: Insurance Sales, Health & Life Your position: CEO & Producer Start Date: 12/2019 ow many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 10 2).The Name of the other business: Benicia Bay Physical Therapy Investment Related?: No Address of other business: Benicia, CA Nature of other business: Physical Therapy Clinic Your position: Chairman Start Date: 07/2005 How many hours you devote to the other business per month: 6 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Family owned business - primarily assist my wife with accounting related issues. 3).The Name of the other business: ATC Consulting Investment Related?: No Address of other business: Dublin, CA Nature of other business: Consulting Services Your position: Sr. Partner Start Date: 07/2016 How many hours you devote to the other business per month: 6 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Monthly accounting reconciliations 4). The Name of the other business: Council of Financial Educators Investment Related?: No Address of other business: 970 Lake Carillon Drive, Suite 300, St. Petersburg, FL 33716 Nature of other business: The Council of Financial Educators (COFE) is an association of professionals from various financial service industry disciplines who are convinced that a clear understanding of a variety of financial tools and strategies is the first step toward making sound financial decisions regarding retirement. Your position: Instructor Start Date: 04/09/2019 How many hours you devote to the other business per month: 20 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: I will be teaching courses 5). The Name of the other business: Urok Tax Planners, LLC Investment Related?: No Address of other business: San Ramon, CA Nature of other business: Tax Preparation and Planning Your position: CEO Start Date: 07/2020 How many hours you devote to the other business per month: 0 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: CEO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-13