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John Paul Davis

J. P. DAVIS, INC.·ORO VALLEY, Arizona
SIE, Series 3, Series 7, Series 24, Series 63, Series 65CFPClean record23 years registeredJ. P. DAVIS, INC.
12115 NORTH ORACLE ROAD, ORO VALLEY, AZ 85737CRD# 2423123Firm CRD# 289548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Paul Davis · ORO VALLEY, AZ
Registration
CRD #2423123 · J. P. DAVIS, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

NRG WEALTH MANAGEMENT
Sep 2017 – present
UNITED CAPITAL FINANCIAL ADVISERS
Jan 2017 – Jan 2018
ORO VALLEY, AZ
LPL FINANCIAL LLC
Sep 2003 – Jan 2017
ORO VALLEY, AZ
BANC OF AMERICA INVESTMENT SERVICES, INC.
Aug 2002 – Nov 2003
ORO VALLEY, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 19, 2002
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
J. P. DAVIS, INC.
CRD 289548 · SEC 801-116690
AUM
$171M
Regulatory assets under management
Employees
4
366 client accounts
Services offered by J. P. DAVIS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at J. P. DAVIS, INC. →
Introduction

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05

Frequently Asked Questions

What services does John Paul Davis offer?
John Paul Davis specializes in Financial Planning, Investment Management. Contact their office in ORO VALLEY, Arizona for a consultation.
What are John Paul Davis's credentials?
John Paul Davis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Paul Davis located?
John Paul Davis is based in ORO VALLEY, Arizona, working with J. P. DAVIS, INC.. Their office serves clients in the ORO VALLEY metropolitan area and surrounding communities.
How does John Paul Davis charge for services?
John Paul Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J. P. DAVIS, INC.?
J. P. DAVIS, INC. has approximately 4 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
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City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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