J. P. DAVIS, INC.
Legal name: NRG WEALTH MANAGEMENT
CRD #289548 SEC #801-116690 ORO VALLEY, AZ (520) 818-7822
SEC Registered
Total AUM
$193.3M
Discretionary
$193.3M
Employees
5
Clients
101
Accounts
384
Firm Details
- Organization Type
- Corporation
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, JOHN, PAUL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
| DAVIS, VANESSA, L | I | CFO | D | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (6)
AZ CA CO NE TX WA
Address
12115 NORTH ORACLE ROADSUITE 151
ORO VALLEY, AZ 85737
United States
Phone: (520) 818-7822