James Boon is a registered investment advisor at Jupiter Wealth Management, LLC, based in Glendale, CO, with 34 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 92 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jupiter Wealth Management offers investment management services exclusively as part of a bundled fee program where brokerage commissions and transaction costs are included in the asset-based fee. For comprehensive family office services, the firm charges an annual fixed rate that is individually negotiated based on the client's needs, billed quarterly in advance. Specific percentage fee schedules are detailed in the firm's separate wrap fee program brochure.
Location
4500 E Cherry Creek South Drive, Suite 1060, Glendale, CO, 80246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jupiter Wealth Management, LLC
Previous Registrations
Tru Independence Asset Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Cibc World MarketsBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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