Neil MehraNeil Mehra, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Neil Mehra
Neil Mehra is a Managing Director, Portfolio Manager, and Wealth Partner at J.P. Morgan Wealth Management.
An experienced professional, Neil has delivered comprehensive wealth advisory services to a diverse array of clients for over 30 years. These select clients include high-net-worth individuals and families, corporate executives, educators, retirees, business owners, and foundations. He has built strong and meaningful relationships with his clientele, many of whom have been in his care for over three decades.
Neil is always focused on the risk relative to the client's objectives. As an Accredited Investment Fiduciary® (AIF®), he draws upon knowledge gained over the years to put client interests above all. In addition to wealth management and retirement planning, Neil's skill sets include Defined Contribution Plans (401k); 529 plans; Strategic Portfolio Management; Asset Allocation; and Environmental, Social, and Governance (ESG) conscious investing. Neil leverages the resources of the specialists dedicated to our team and keeps a discerning eye on the published work of J.P. Morgan's distinguished research analysts.
In Neil's view, thoughtful analyses and care can lead to successful problem-solving outcomes.
In addition to the diverse suite of services that he provides, Neil specializes as Portfolio Manager in two styles that have proven themselves over the course of several market cycles. The first is a Balanced Growth & Income Portfolio and the second is the Growth at a Reasonable Price (GARP) All Equity Portfolio.
As a time-honored leader in the financial services industry, Neil has honed his understanding, empathy, and practical problem-solving perceptions in order to collaborate with clients in a highly personalized, mindful manner.
Neil studied at the Moody School of Communication at the University of Texas at Austin and Business Management at Texas A&M University. He is an alumnus of the Tuck Leadership and Strategy Impact Program at Dartmouth College. He is also a working blues guitarist and member of the American Federation of Musicians. The art-form has taught Neil that improvisation—thinking on your feet—is a valuable skill, but it can only be attained after a great deal of disciplined training. Neil also participates in fundraising for the Dana Farber Cancer Institute through the Pan Mass Challenge. He resides in Medfield, MA with his wife Martha, their two children, and their alley cat Heckle. In his spare time, he enjoys golf, cycling, cooking, guitar, chess, and being with his family.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now