Patrick Johnson
Professional summary
Patrick Johnson, who also goes by Patrick Johnson, Pj Johnson, Patrick James Johnson Jr, Patrick James Johnson, is a registered financial advisor currently at CONCENTUS WEALTH ADVISORS located in Newtown Square, Pennsylvania.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Johnson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 7, 2021 - Present
CONCENTUS WEALTH ADVISORS
Office #1: 3803 West Chester Pike Suite 225, Newtown Square, PA 19073September 28, 2020 - April 29, 2021
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
CONCENTUS WEALTH ADVISORS
CRD#: 170052 / SEC#: 801-79182
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/7/2021)
(7/1/2025)
Exams
Series 7TO
Date: 9/28/2020
General Securities Representative ExaminationCurrent Firm
CONCENTUS WEALTH ADVISORS
CRD#: 170052 / SEC#: 801-79182
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,578 |
| AUM (Assets Under Management) | $ 899,137,182 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
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