Radhika MehtaRadhika Mehta, CFA®, CFP®, CIMA®, CRPC®, CEPA®, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
Working Mother
About Radhika
Radhika Mehta is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
As founder of The Mehta Team, Radhika brings 24 years of industry experience to financial planning and dedication to excellence in client care. Radhika is proud of our team's ability to support a variety of high-net-worth individuals, families and small businesses as a fiduciary. Putting our clients' needs first is the hallmark of her work, where she will "run through walls" to help create positive outcomes for each client. With a commitment to meticulous service, she motivates our team to lead and advise with a similar passion.
No matter the nuances of our clients' financial lives, Radhika helps them forge the path to stability, success and growth. To this goal, Radhika has earned a multitude of designations to cultivate and deepen her skillsets and the astute advisory guidance she provides our clients. She is well-versed in helping clients address a breadth of complex planning needs, such as concentrated stock options, exit planning strategies, wealth-preservation strategies and more. Through personalized financial planning, she helps each person design a multi- generational foundation for strategic decision-making in every life stage.
Throughout her career, Radhika has supported long-time clients through various market changes and values guiding people on how to thrive through transitional circumstances and events. She believes in forging a personal, emotional relationship with everyone she works with and curating our clients' support with like-minded collaborators. By being a conduit for clients' holistic service infrastructure, she appreciates helping to protect their interests so they can pursue their greatest opportunities.
Before joining J.P. Morgan Wealth Management, Radhika served 22 years as a Wealth Management Advisor at Merrill Lynch, where she also held a position on Merrill Lynch's Advisory Council to Management. She earned her B.A. in English with honors from Delhi University and an M.B.A. in Finance from the New York Institute of Technology. Radhika holds the Accredited Investment Fiduciary® (AIF®) designation, which attests to her ability to invest for ERISA and 401(k) plans.
In her free time, Radhika likes to bike, run, and go to concerts/shows.
Professional designations
- CFA® Charterholder
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Chartered Retirement Planning CounselorSM
- Certified Exit Planning Advisor®
- Accredited Investment Fiduciary®
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
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
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
What is the wash sale rule?
April 21, 2026The 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
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The 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 NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now