Nikolas Mcwhirter
Nikolas Mcwhirter is a registered investment advisor at J.P. Morgan Securities LLC, based in Baton Rouge, LA, with 13 years of industry experience. Nikolas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.
Fee Estimator
Location
7171 Corporate Blvd., Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business Activities
Nikolas is an owner/partner in Purple Parrot C24, a condo managed by a rental company, and an investor in McWhirter Laser Engravings, a laser engraving business run by his wife. He also works for the Air Guard, dedicating about 10% of his time.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Hancock Investment Services, INC.
Hancock Investment Services, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.