Neil MehraNeil Mehra, AIFA®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 with nearly 4 decades of trusted stewardship, Neil has delivered comprehensive wealth advisory services to a diverse array of clients. 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 Strategic Impact and Advanced Management programs 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 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
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July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
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Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
The 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now
2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowThe 2026 US labor market is ‘not collapsing’: Jobs, unemployment, wage growth and hiring trends so far
July 14, 2026Recent jobs reports in 2026 showed slower payroll gains and falling participation, despite low unemployment. See what wages, JOLTS openings and Fed-watch indicators mean for workers, employers and investors.Read Now2026 plan participant survey findings
July 14, 2026Our eighth defined contribution (DC) plan participant survey findings explore insights on how participants are interacting with their plans, what they value in plan design and how they are approaching retirement.Read Now