Patrick
Johnson
Concentus Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Patrick Johnson is a financial advisor operating out of Newtown Square, Pennsylvania with a total of 2 years of industry experience. Johnson is on the advisory team at Concentus Wealth Advisors. During their career, the advisor has held roles at The Vanguard Group, Inc, Beacon Pointe Wealth Advisors, Doordash, Temple University Campus Recreation, Temple University, Dt Investment Partners, Carmine'S, Rosati Ice, Swiss Farms, Springfield High School and Concentus Wealth Advisors. Johnson maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Concentus Wealth Advisors is a financial advisory company operating out of Newtown Square, PA. It oversees $700 million in total assets between its 2,232 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,232 accounts, 62% are associated with high-net-worth individuals who have at least $1 million in assets. Concentus Wealth Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on which services the firm provides the client. Fees billed by Concentus Wealth Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Concentus Wealth Advisors Brokerage Details
$700,000,000
12
2,232
$313,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Patrick Johnson Work History
Patrick has been registered as a financial advisor for 2 years.*
Concentus Wealth Advisors
The Vanguard Group, Inc
Doordash
Beacon Pointe Wealth Advisors
Temple University Campus Recreation
Temple University
Temple University
Carmine'S
Temple University
Dt Investment Partners
Carmine'S
Temple University
Rosati Ice
Swiss Farms
Rosati Ice
Springfield High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concentus Wealth Advisors
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
