Peter Fugger has been an investment adviser representative at J. P. Davis since July 2024, and is not listed among the firm’s executive officers or direct owners.
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.
Peter Fugger is Associate Wealth Advisor at NRG Wealth Management. He works with clients to develop personal financial plans.
- NRG Wealth ManagementCurrent– present · 2 yearsOro Valley, AZ · Adviser representative · Firm CRD 289548
Investment adviser representative registrations
Peter Fugger is registered as an investment adviser representative in 4 states. Each was approved in July 2024.
- ArizonaSince 24 July 2024
- CaliforniaSince 1 July 2024
- ColoradoSince 18 July 2024
- NebraskaSince 18 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Peter Anthony Fugger
- CRD
- 7867376
- 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
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navigationretirement.com
Where does Peter Fugger work?
Peter Fugger is an investment adviser representative registered through J. P. Davis, Inc. since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Peter Fugger a financial advisor?
Yes. Peter Fugger has a current investment-adviser registration in Arizona, California, Colorado and Nebraska, through J. P. Davis since July 2024.
How many years of experience does Peter Fugger have?
Peter Fugger has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Peter Fugger passed?
Peter Fugger passed the Series 65 in July 2024.
Where is Peter Fugger based?
Peter Fugger’s registered office is in Oro Valley, AZ.
Is Peter Fugger registered with FINRA?
No. Peter Fugger has no current broker registration.
How can I verify Peter Fugger’s record?
Search CRD 7867376 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Fugger’s full registration record.
