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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B 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 | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
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 Registrations21 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.
Exams
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