Member Login

JAY MEHTA

Veraz Advisors


{custom_meta_description=Jay Mehta - - Veraz Advisors - San Ramon, California, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/8_Unknown/Member%20Images/Jay%20Bio.jpg, city=San Ramon, display_country=United States, hs_object_source_detail_1=Find a CEPA January 2026, profile_description=


, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=jay-mehta, lname=Mehta, hs_object_source_id=enrollmentId:2302803639623;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20JANUARY%202026/MEHTA-JAY-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-JANUARY.pdf, hs_createdate=1770655726782, state=California, id=47631061096, designations__text_=MBA, CEPA®, CFP®, ChFC®, CLU®, NSSA®, advisor_type=Wealth Manager, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Jay Mehta, email=jay@verazadvisors.com, associated_contact_record_id=190881535657, website=http://www.verazadvisors.com, markets_served=Greater SF Bay Area, California, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20JANUARY%202026/11190_Mehta_CEPA-Certificate-2026-January.pdf, pending_profile_information=, is_editable=editable, url_slug_2=jay-mehta, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/jay-mehta?impersonation=true, full_name=Jay Mehta, hs_lastmodifieddate=1772025833144, phone=+1 510-684-4340, company_name=Veraz Advisors, name=Jay, hs_object_id=47631061096, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=94583, status=Published, hs_updated_by_user_id=78050139}
  • Advisor Type: Wealth Manager
  • Website:
    http://www.verazadvisors.com
  • Phone: +1 510-684-4340
  • City: San Ramon
  • State: California
  • Postal Code: 94583
  • Country: United States
  • Designations: MBA, CEPA®, CFP®, ChFC®, CLU®, NSSA®
  • Markets Served: Greater SF Bay Area, California
  • Company Name: Veraz Advisors