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
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
What is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
US inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read Now
Is it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read Now
US adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read Now
All eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
AI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read NowWhat is a backdoor Roth IRA?
June 13, 2025A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowUS inflation print increased less than expected in May: Here’s what that means for investors
June 12, 2025May’s U.S. Consumer Price Index reading was a welcome sign for investors, with price growth increasing less than expected.Read NowIs it a golden era for gold?
June 12, 2025Understand the factors driving the price of gold and some of the reasons it could be effective in a portfolio construction.Read NowUS adds 139,000 jobs in May, showing gradually moderating labor market
June 9, 2025The May jobs report showed continued labor resilience despite a slowing pace and underlying concerns about the impact of tariffs and Federal government cuts.Read NowAll eyes on DC: 3 things investors should watch
June 6, 2025We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowAI tools and your privacy: What you need to know
June 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowManaging stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now