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J. P. DAVIS, INC.
J. P. DAVIS, INC.
NRG WEALTH MANAGEMENT
ORO VALLEY, Arizona
·
2 registered advisors
·
CRD# 289548
SEC# 801-116690
0
(520) 818-7822
01
Firm Overview
AUM
$171M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at J. P. DAVIS, INC.
2 registered advisors
John Paul Davis
ORO VALLEY, Arizona
CRD# 2423123
Vanessa L Davis
ORO VALLEY, Arizona
CRD# 5958154
05
Office Locations
ORO VALLEY, Arizona
2 advisors
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Data sourced from SEC Form ADV filings. J. P. DAVIS, INC. (CRD# 289548) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.