
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

Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 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
3 ways to stay active while in retirement
May 5, 2025Staying 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
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The 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
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As 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
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring 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
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 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
3 ways to stay active while in retirement
May 5, 2025Staying 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
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
What is the wash sale rule?
April 29, 2025The 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
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As 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