James Boon
James Boon is a registered investment advisor at Jupiter Wealth Management, LLC, based in Glendale, CO, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. 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 (JWM) offers investment management services exclusively through a bundled fee program, where brokerage commissions and transaction costs are included in the overall fee. If you engage JWM for Family Office Services, investment management is included at a fixed negotiated rate, not a percentage of your assets.
Location
4500 E Cherry Creek South Drive, Suite 1060, Glendale, CO, 80246
Get directionsHistory
Regulatory History (1)
Criminal
September 2002Employment History
Current Registrations
Jupiter Wealth Management, LLC
Previous Registrations
Tru Independence Asset Management, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Charles Schwab & CO., INC.Broker
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.