Monica Salazar has been an investment adviser representative at J. P. Davis since December 2018, and is not listed among the firm’s executive officers or direct owners. Monica Salazar holds a Bachelor's degree in English with a minor in Philosophy from the University of Arizona.
J. P. Davis, Inc. is an Oro Valley, AZ firm with $242M under management, 155 clients and 4 advisers in one office, as of its February 2026 filing.
Monica Salazar is Director of Client Relations at NRG Wealth Management. She works to identify, formalize and implement processes that improve the firm's systems.
- NRG Wealth ManagementCurrent– present · 7 yearsOro Valley, AZ · Adviser representative · Firm CRD 289548
Investment adviser representative registrations
Monica Salazar is registered as an investment adviser representative in Arizona, since December 2018.
- ArizonaSince 14 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 December 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 26 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Monica Blake Salazar
- CRD
- 6562940
- Firm
- J. P. Davis · CRD 289548
- Office
- 12115 NORTH ORACLE ROAD, SUITE 151, Oro Valley, AZ 85737
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navigationretirement.com
Where does Monica Salazar work?
Monica Salazar is an investment adviser representative registered through J. P. Davis, Inc. since December 2018, and is not listed among the firm’s executive officers or direct owners.
Is Monica Salazar a financial advisor?
Yes. Monica Salazar has a current investment-adviser registration in Arizona, through J. P. Davis since December 2018.
How many years of experience does Monica Salazar have?
Monica Salazar has 8 years in the financial industry, since August 2018, across 1 adviser firm.
What exams has Monica Salazar passed?
Monica Salazar has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in October 2016. FINRA credited Monica Salazar with the SIE, which began in October 2018.
Where is Monica Salazar based?
Monica Salazar’s registered office is in Oro Valley, AZ.
Is Monica Salazar registered with FINRA?
No. Monica Salazar has no current broker registration.
How can I verify Monica Salazar’s record?
Search CRD 6562940 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Monica Salazar’s full registration record.
