Radhika Mehta

Radhika Mehta

Wealth Partner, J.P. Morgan Wealth Management
New York
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2021 - 2022
  • Top Women Wealth Advisors
    Forbes, 2020 - 2022

Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/22, data as of 03/31/22); (08/24/21, data as of 03/31/21). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Forbes/SHOOK Top Women Wealth Advisors (02/04/22, data as of 09/30/21); (03/24/21, data as of 09/30/20); (04/21/20, data as of 09/30/19). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Radhika Mehta

Wealth Partner, J.P. Morgan Wealth Management
New York
  • Wealth Management Experience Since 2000
    Radhika Mehta is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. Ms. Mehta joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Ms. Mehta was a Wealth Manager at First Republic since 2022.
  • Community Involvement
    Ms. Mehta’s mission in life is to empower all her current and prospective clients with her expertise in the field of finance. She is passionate about delivering the banking experience in a caring and personalized way. Her strength lies in developing a deep understanding of her current and prospective clients, allowing her to coach them toward pursuing goals, both financial and personal, that are meaningful to them.
  • Professional Designations
    Ms. Mehta is a CERTIFIED FINANCIAL PLANNER™ certification holder, a CFA® charterholder, a Certified Investment Management Analyst® professional and a Chartered Retirement Planning Counselor.℠ Additionally, she holds the professional designations of Certified Exit Planning Advisor and Certified Plan Fiduciary Advisor.
  • Education
    Ms. Mehta earned her Bachelor of Arts degree in English from Delhi University. She also earned her MBA in Finance from the New York Institute of Technology.
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