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Patrick Donald Johnson

SRS Capital Advisors, LLC

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About Patrick Donald Johnson

Patrick Donald Johnson is a financial advisor with SRS Capital Advisors, LLC. Patrick has been in the financial services industry since 2000 and has been with SRS Capital Advisors, LLC since 2007. Patrick is registered with the state of Colorado and Texas. Patrick is also a Certified Financial Planner and a Chartered Financial Consultant. Patrick works with individuals, families, businesses, and charitable organizations to develop and implement financial plans. Patrick also provides portfolio management, investment advice, and retirement planning services. Patrick is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Patrick Johnson is currently registered with SRS Capital Advisors, LLC. SRS Capital Advisors, LLC is an investment advisor with a main office in Denver, CO. The firm has 25 licensed agents and 38 investment adviser representatives. SRS Capital Advisors, LLC manages approximately $2.81 billion in assets and provides advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management for individuals, and publication of periodicals, among other services.
SRS Capital Advisors, LLC

730 17TH STREET

DENVER, CO 80202

$2.81B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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seminars

Seminars

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Johnson’s Registration & Firm History

CO

02/21/2019 - Present

SRS Capital Advisors, LLC (DENVER CO)

TN

06/23/2005 - 04/23/2007

SUNTRUST INVESTMENT SERVICES, INC. (CHATTANOOGA TN)

TN

03/02/2004 - 06/24/2005

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

MN

09/02/2003 - 01/20/2004

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

NY

01/31/2000 - 06/05/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Donald Johnson.
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