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John paul Johnson

Investment adviser representative at Triad Wealth Partners, LLC
14 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Triad Wealth Partners, LLCJun 2025 to now
  2. ZrjDec 2014 to now
  3. Gwn Securities Inc.Nov 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Triad Wealth Partners, LLC

$1.5BAssets managed
3,896Clients
42Advisers
3 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
4973276
Firm CRD
326523
Advisor's SEC record (opens in a new tab)
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