J. P. DAVIS, INC.

NRG WEALTH MANAGEMENT
ORO VALLEY, Arizona·2 registered advisors·CRD# 289548
SEC# 801-1166900(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 PlanningInvestment Management
04

Advisors at J. P. DAVIS, INC.

2 registered advisors
John Paul Davis
ORO VALLEY, Arizona
Vanessa L Davis
ORO VALLEY, Arizona
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.