Patrick Johnson
Investment adviser representative at Concentus Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Concentus Wealth AdvisorsMay 2021 to now
- The Vanguard Group, Inc.Aug 2020 to Apr 2021
- DoordashMay 2020 to May 2021
- Temple UniversitySep 2019 to May 2020
- Beacon Pointe Wealth AdvisorsJun 2019 to Aug 2019
- Temple University Campus RecreationJan 2019 to May 2020
- Temple UniversitySep 2018 to May 2019
- Carmine'sMay 2018 to Sep 2018
- Temple UniversitySep 2017 to May 2018
- Dt Investment PartnersJun 2017 to Aug 2017
- Carmine'sMay 2017 to Sep 2017
- Temple UniversitySep 2016 to May 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Concentus Wealth Advisors
Legal name: Strid Group, LLC
$1.1BAssets managed
344Clients
9Advisers
12 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
- 7285119
- Firm CRD
- 170052