NM
NM

Nicholas Maderis

8 Years of Experience
Poulsbo, WA
Broker

Nicholas Maderis is a registered investment advisor at J.P. Morgan Securities LLC, based in Poulsbo, WA, with 8 years of industry experience. Nicholas 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
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20350 Little Valley Rd Ne, Poulsbo, WA, 98370

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nicholas is a partial owner and landlord of Nibero 2, LLC, holding rental property since 2017. He is also a partial owner of Nibero, LLC, purchasing a rental property and handling upkeep and rent collection, dedicating a few hours per week.

Employment History
Current Registrations
J.P. Morgan Securities LLC
April 2024 - Present · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
May 2015 - May 2018 · 3 yrs
State Registrations6 states
CAMNNCORTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Nicholas Maderis - Financial Advisor | TrueAdvisor