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John Alfred Liberatore

Concentus Wealth Advisors

Newtown Square, PA

CRD 6839925

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Employer firm

Concentus Wealth Advisors CRD 170052

$1.08B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Concentus Wealth Advisors

3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-01
PA RA APPROVED 2022-06-22
  • TX RA
    APPROVED
    Since 2025-07-01
  • PA RA
    APPROVED
    Since 2022-06-22

Branch Locations

3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concentus Wealth Advisors, Llc King Of Prussia PA 10/2016 Present
  • 10/2016 → Present
    Concentus Wealth Advisors, Llc
    King Of Prussia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-08
  • S65 Uniform Investment Adviser Law Examination
    2018-10-08
Designations
  • Certified Financial Planner
Other Names
  • Jack Liberatore

View on SEC IAPD

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