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
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
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.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 Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.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 NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.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 NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As 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 NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now