John Patrick Berry

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 11/2017
  Concert Wealth Management, Inc.
  San Diego, CA
• 06/1994 → Present
  Us Navy Reserves
  San Diego, CA
• 05/2013 → 04/2018
  J.W. Cole Financial, Inc.
  Carlsbad, CA
• 11/2017 → 09/2018
  Aria Wealth Management, Inc.
  San Jose, CA
• 09/2018 → Present
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 09/2009 → Present
  Concert Retirement Plan Consulting, Inc.
  Holly Springs, NC
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-01-13 → 2023-02-21
  Laurel Wealth Advisors, Inc.
  Cary, NC
  Solana Beach, CA
• 2018-09-26 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Holly Springs, NC
  Solana Beach, CA
• 2017-09-22 → 2019-04-15
  Aria Wealth Management
  Carlsbad, CA
  Saratoga, CA
• 2009-04-28 → 2017-12-31
  Concert Wealth Management
  San Jose, CA
  Carlsbad, CA
• 2001-05-08 → 2009-05-07
  Citigroup Global Markets Inc.
  La Jolla, CA
  La Jolla, CA

Other Businesses

1. Name of Outside Business or Organization: CONCERT Retirement Plan Consulting, Inc. Address: 75 Winding Ridge Road, Durham, NC 27713 Title: President, CONCERT Retirement Plan Consulting, Inc.(Co-branded firm, Investment Advisory Services offered through Laurel Wealth Advisors, Inc.) Description of Business or Organization: Financial Services & Consulting Description of Duties or Responsibilities: Consulting & Advisory Services. John Patrick Berry is a co-branded Investment Advisor Representative of Laurel Wealth Advisors, who conducts his advisory business under the DBA name of CONCERT Retirement Plan Consulting, Inc. Laurel Wealth offers services through its network of Investment Advisor Representatives ("Advisor Representatives" or "IARs"). Some Advisor Representatives may have established their own legal business entities whose trade names and logos are used for marketing purposes and may appear on marketing materials or client statements. The client should understand that the businesses are legal entities of the Advisor Representatives and not Laurel Wealth Advisors, the Investment Adviser. The Advisor Representatives are under Laurel Wealth's supervision, and their advisory services are provided through Laurel Wealth. Start Date: 09/25/2018 Hours Devoted to OBA Monthly: 40 during trading hrs. / <10 during non-trading hrs. 2. Name of Outside Business or Organization: United States Navy Reserves, Task Force 17 Address: 3423 Guadalcanal Road, Bldg. 401, 2nd Deck, San Diego, CA 92155-5599 Title: Executive Officer Description of Business or Organization: United States Navy Reserve Unit Description of Duties or Responsibilities: Managed all administrative aspects of the reserve unit with a focus on day-to-day operational duties Start Date: 09/15/2018 Hours Devoted to OBA Monthly: 0 during trading hrs. / 20 during non-trading hrs. 3. Insurance Agent - Licensed as an insurance agent in the state of CA since 1998, soliciting, offering, and selling CA insurance products (CA Department of Insurance License # 0C26005). Address: North Carolina, USA Title: Agent Description of Business or Organization: Insurance Description of Duties or Responsibilities: sales of Accident & Health, Life-Only, and Variable contracts Start Date: 09/15/2018 4. 02/01/2023 - Integrated Wealth Concepts, LLC - DBA: CONCERT RETIREMENT PLAN CONSULTING, INC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/01/2023 - 160 Hours Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-16
• S63 Uniform Securities Agent State Law Examination
  1998-01-13

Designations

• Certified Financial Planner

Other Names

• Patrick Berry