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Jon Rhen Brown

TRIAD WEALTH PARTNERS
Orem, UT
·CRD# 8029203·1 year experience

Professional Summary

Jon Rhen Brown, who also goes by Rhen Brown, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Orem, Utah. Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jon has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Rhen Brown

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

TRIAD WEALTH PARTNERS, LLC·CRD# 326523
RIA
849 N. 900 W., Orem, UT 84057
November 3, 2025 - Present
Unknown Firm·
849 N 900 W, Orem, UT 84057
September 24, 2026 - Present
COPPELL ADVISORY SOLUTIONS LLC·CRD# 156549
RIA
Orem, UT
January 21, 2025 - February 25, 2026

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Current Firm

TW
TRIAD WEALTH PARTNERS, LLC

28TEN GROUP | VANTAGE WEALTH PARTNERS | VANTAGE WEALTH MANAGEMENT | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | STRATEGIC WEALTH ALLIANCE GROUP | STINE WEALTH AND TAX | STINE TAX AND WEALTH MANAGEMENT | SONORAN WEALTH SYSTEMS | SLATE RIVER FINANCIAL | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMENTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL | CHADWICK FINANCIAL

CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - SEC (6/9/2023 Approved)

Contact Information

Main Address

730 New Hampshire St., Unit 222, Lawrence, KS 66044

Phone Number

(785) 830-0000

# of Employees

46

SEC notice filing (38 States and Territories)

Registered to provide investment advisory services in 38 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS ADV PART 2A (3/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

8,187

AUM (Assets Under Management)

$1,526,606,248

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SEMPRE AVANTI, LLC DBA MOMENTUM WEALTH; INSURANCE AGENT; OREM, UT; INSURANCE SALES AND SERVICES; START 01/2024; APPROXIMATELY 20% OF TIME SPENT IN THIS BUSIINESS. DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TRIAD WEALTH PARTNERS, LLC

28TEN GROUP | VANTAGE WEALTH PARTNERS | VANTAGE WEALTH MANAGEMENT | TRIAD WEALTH PARTNERS, LLC | SULLIVAN FINANCIAL PARTNERS | STRATEGIC WEALTH ASSET MANAGEMENT | STRATEGIC WEALTH ALLIANCE GROUP | STINE WEALTH AND TAX | STINE TAX AND WEALTH MANAGEMENT | SONORAN WEALTH SYSTEMS | SLATE RIVER FINANCIAL | PROSPERITY WEALTH | PROSPERITY GROWTH STRATEGIES WEALTH MANAGEMENT | PARAMOUNT WEALTH GROUP | MOMENTUM WEALTH | MILES FINANCIAL GROUP | LEFT TACKLE ADVISORS | LAKEVIEW RETIREMENT PLANNING | CHOULES FINANCIAL | CHADWICK FINANCIAL

CRD#: 326523 / SEC#: 801-128150
RIA
Registered Investment Advisory firm - SEC (6/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Utah
(11/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jon Rhen Brown's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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