Patrick Johnson (CRD# 7285119) is an Investment Advisor Representative working at Concentus Wealth Advisors in Newtown Square, PA and has over 5 years of experience in the finance industry. Patrick Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concentus Wealth Advisors | King Of Prussia, PA | May 2021 - Current | 3 |
| Doordash | Springfield, PA | May 2020 - May 2021 | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Aug 2020 - Apr 2021 | < 1 |
| Temple University | Philadelphia, PA | Sep 2019 - May 2020 | < 1 |
| Temple University Campus Recreation | Philadelphia, PA | Jan 2019 - May 2020 | 1 |
| Beacon Pointe Wealth Advisors | Bala Cynwyd, PA | Jun 2019 - Aug 2019 | < 1 |
| Temple University | Philadelphia, PA | Sep 2018 - May 2019 | < 1 |
| Carmine's | Newtown Square, PA | May 2018 - Sep 2018 | < 1 |
| Temple University | Philadelphia, PA | Sep 2017 - May 2018 | < 1 |
| Carmine's | Newtown Square, PA | May 2017 - Sep 2017 | < 1 |
| Dt Investment Partners | Chadds Ford, PA | Jun 2017 - Aug 2017 | < 1 |
| Temple University | Philadelphia, PA | Sep 2016 - May 2017 | < 1 |
| Rosati Ice | Clifton Heights, PA | Mar 2016 - Aug 2016 | < 1 |
| Springfield High School | Springfield, PA | Sep 2012 - Jun 2016 | 3 |
| Swiss Farms | Broomall, OR | Jan 2016 - Feb 2016 | < 1 |
| Rosati Ice | Clifton Heights, PA | Mar 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- PA
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Total Assets Under Management800MILLIONS
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Total Number of Accounts2,337ACCOUNTS
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Average Account Value$342,293
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CA, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TX
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