Monica Blake Salazar
Investment adviser representative at Nrg Wealth Management
11 yearsExperience
1 stateRegistered in
$242MFirm assets
7 yearsFirm in business
Are you Monica Blake Salazar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nrg Wealth ManagementDec 2018 to now
- JP Davis, Inc. dba Nrg Wealth ManagementSep 2015 to now
- LPL Financial, LLCSep 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Nrg Wealth Management
Legal name: J. P. Davis, Inc.
$242MAssets managed
155Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6562940
- Firm CRD
- 289548