Patrick Johnson
Investment Adviser Representative at Concentus Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Johnson is an investment adviser representative with Concentus Wealth Advisors in Newtown Square, PA, where they have been registered since 2021. They have worked in the securities industry since 2020 and were previously registered with Vanguard Marketing Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania and Texas.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Aug 2020 – Apr 2021Malvern, PA
- Beacon Pointe Wealth AdvisorsJun 2019 – Aug 2019Bala Cynwyd, PA
- DoorDashMay 2020 – May 2021Springfield, PA
- Temple University Campus RecreationJan 2019 – May 2020Philadelphia, PA
- Temple UniversitySep 2016 – May 2017Philadelphia, PA
- Temple UniversitySep 2017 – May 2018Philadelphia, PA
- Temple UniversitySep 2018 – May 2019Philadelphia, PA
- Temple UniversitySep 2019 – May 2020Philadelphia, PA
- DT Investment PartnersJun 2017 – Aug 2017Chadds Ford, PA
- Carmine'sMay 2017 – Sep 2017Newtown Square, PA
- Carmine'sMay 2018 – Sep 2018Newtown Square, PA
- Concentus Wealth AdvisorsMay 2021 – no end date reportedKing of Prussia, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Concentus Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Newtown Square, PA
- SEC file number:
- 801-79182
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at Concentus Wealth Advisors
8 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Johnson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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