Neil MehraNeil Mehra
Executive Director

"I leverage the wide array of resources available to me at J.P. Morgan, receiving fundamental and technical insights concerning the markets from subject-matter professionals."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024

About Neil

Neil Mehra is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. He delivers comprehensive wealth management advisory services to a select group of clients, including high-net-worth individuals, corporate executives, retirees, small business owners and foundations. Over the course of more than 28 years of professional services, he has built strong, meaningful relationships with each of his valued clients.

Neil's focus on client relationships enables him to maintain a consistent approach while delivering value; he has experience in goal planning, client portfolio counseling, construction and management. In addition to wealth management and retirement planning, Neil's knowledge includes 10b5-1 plans, 401(k) plans and foundation investment management. To add to his inherent worth, Neil leverages the wide array of resources available to him at J.P. Morgan, receiving fundamental and technical insights concerning the markets, as well as administrative support, from subject-matter professionals.

Neil is a fundamentals-based investor who is well versed in portfolio construction using both fixed income and equities. He manages both discretionary and non-discretionary portfolios. He designs tailored portfolios around growth, capital preservation and income needs, and makes portfolio decisions after performing his own research and consulting with analysts at J.P. Morgan.

Being an experienced leader in the financial services industry, Neil has honed his understanding, empathy and practical problem-solving skills in order to provide a high degree of personalization. He studied radio, television and film at The University of Texas at Austin, and Business Management at Boston University. Neil is a working blues guitarist, a classically trained violinist and a member of the American Federation of Musicians. He also participates in fundraising for the Dana Farber Cancer Institute. Neil resides in Medfield with his wife, son and daughter, and enjoys golfing, cycling, tennis, running and chess.

Insights

Outlook

March 2024 CPI report: Slightly increased inflation may not sit well with the Fed

April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
Wealth Planning

What is the wash sale rule?

April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Outlook

March 2024 jobs report: 303,000 jobs added, marking an acceleration

April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read Now
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