Sumit
Mehta
Pure Financial Advisors, LLC
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About this Advisor
Sumit Mehta is a financial advisor operating in San Diego, California. Mehta is an advisor for Pure Financial Advisors, LLC. Their career trajectory has included roles at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Na, Dimeo Schneider And Associates LLC, Emerald Ventures LLC, Mip Inc, Growth Capital Services, Inc, Northrock Partners and Pure Financial Advisors, LLC. Mehta holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Pure Financial Advisors, LLC is an advisory company operating out of San Diego, CA. The investment advisory business has offices in six locations and a total of 123 employees. It has $5 billion in assets under management among its 14,757 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves two charitable organizations. Of its 14,757 customer accounts, 44% are held by high-net-worth individuals who have at least $1 million in assets. Pure Financial Advisors, LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees largely are based on the type of services provided. Fees billed by Pure Financial Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pure Financial Advisors, LLC Brokerage Details
$4,600,614,925
123
14,757
$311,758
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Sumit Mehta Work History
Sumit has been registered as a financial advisor for 0 years.*
Pure Financial Advisors, LLC
Mip Inc
Emerald Ventures LLC
Northrock Partners
Growth Capital Services, Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, Na
Dimeo Schneider And Associates LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sumit Mehta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pure Financial Advisors, LLC
San Diego, CA
San Diego, CA
San Diego, CA
Northbrook, IL
San Diego, CA
Mercer Island, WA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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