Owen Brown has been an investment adviser representative at Foundation Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners. Owen Brown holds a Bachelor's degree in Finance and Financial Planning from Temple University.
Foundation Wealth Management, LLC is a Media, PA firm with $412M under management, 167 clients and 4 advisers across 3 offices, as of its June 2026 filing.
Owen Brown is Associate Advisor of Foundation Wealth Management, LLC. He works closely with the firm's managing partners to support clients by developing financial deliverables and keeping financial plans updated as their lives evolve. He previously worked at various Registered Investment Advisory firms and has worked with clients along the East Coast.
Owen Brown’s longest registration is the current one, 2 years at Foundation Wealth Management since 2024. Before joining Foundation Wealth Management in 2024, Owen Brown was registered through Equitable Advisors, LLC and Brooklyn Plans LLC.
- – present · 2 yearsMedia, PA · Adviser representative · Firm CRD 168270
- Equitable Advisors, LLC– · under a yearBala Cynwyd, PA · Adviser representative · Firm CRD 6627
- Brooklyn Plans LLC– · under a yearBeacon, NY · Adviser representative · Firm CRD 284104
Professional designations
Listed by Foundation Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Owen Brown is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is Texas, in June 2026.
- PennsylvaniaSince 6 February 2024
- TexasSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 October 2023 |
| Series 7TO | General Securities Representative Examination | 16 September 2023 |
| SIE | Securities Industry Essentials Examination | 23 June 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2022 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Owen Michael Brown
- CRD
- 7135112
- Firm
- Foundation Wealth Management · CRD 168270
- Office
- 9 WEST THIRD STREET, Media, PA 19063
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfoundationwealth.com
Where does Owen Brown work?
Owen Brown is an investment adviser representative registered through Foundation Wealth Management, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Owen Brown a financial advisor?
Yes. Owen Brown has a current investment-adviser registration in Pennsylvania and Texas, through Foundation Wealth Management since February 2024.
How many years of experience does Owen Brown have?
Owen Brown has 3 years in the financial industry, since August 2023, across 3 adviser firms.
What exams has Owen Brown passed?
Owen Brown has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in September 2022.
Where did Owen Brown work before Foundation Wealth Management?
Before Foundation Wealth Management, Owen Brown was registered through Equitable Advisors, LLC, October 2023 to December 2023; Brooklyn Plans LLC, January 2023 to March 2023.
Where is Owen Brown based?
Owen Brown’s registered office is in Media, PA.
Is Owen Brown registered with FINRA?
No. Owen Brown has no current broker registration.
Is Owen Brown a CFP?
Foundation Wealth Management lists Owen Brown with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Owen Brown’s record?
Search CRD 7135112 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Owen Brown’s full registration record.
