Jon Rhen Brown
Investment adviser representative at Momentum Wealth Management
11 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Momentum Wealth ManagementSep 2026 to now
- Triad Wealth PartnersOct 2025 to now
- Coppell Advisory Solutions, LLCJan 2025 to now
- Momentum Wealth (dba for Triad)Jan 2024 to now
- Stonebriar WealthFeb 2023 to Jan 2024
- Cmnd LLCMay 2015 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Momentum Wealth Management
Legal name: Pesci Wealth Management LLC
$0Assets managed
0Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8029203
- Firm CRD
- 343428