Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

849 North 900 West, Orem, UT, 84057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jon works as an insurance agent at Momentum Wealth, spending a few hours per week. He advises clients on various insurance options.

Employment History
Current Registrations
Triad Wealth Partners, LLC
November 2025 - Present · 3 mos
Coppell Advisory Solutions LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Jon Rhen Brown - Financial Advisor | TrueAdvisor