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Vanessa L Davis

J. P. DAVIS, INC.·ORO VALLEY, Arizona
Clean recordJ. P. DAVIS, INC.
12115 NORTH ORACLE ROAD, ORO VALLEY, AZ 85737CRD# 5958154Firm CRD# 289548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vanessa L Davis · ORO VALLEY, AZ
Registration
CRD #5958154 · J. P. DAVIS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Vanessa L Davis is a registered financial advisor based in ORO VALLEY, Arizona, affiliated with J. P. DAVIS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
J. P. DAVIS, INC.
NRG WEALTH MANAGEMENT
AUM
$171M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at J. P. DAVIS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5958154
Firm CRD# 289548
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vanessa L Davis offer?
Vanessa L Davis specializes in Financial Planning, Investment Management. Contact their office in ORO VALLEY, Arizona for a consultation.
What are Vanessa L Davis's credentials?
Vanessa L Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vanessa L Davis located?
Vanessa L 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 Vanessa L Davis charge for services?
Vanessa L 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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Other Advisors at J. P. DAVIS, INC.

John Paul Davis
ORO VALLEY, AZ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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