James
Boon

Jupiter Wealth Management, LLC

CRD#5627174
Investment Advisor
in Denver, CO

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About this Advisor

James Boon is a financial advisor working in Denver, Colorado who has 5 years of industry experience. Boon currently works for Jupiter Wealth Management, LLC. Their career trajectory has included roles at Ubs Financial Services Inc, Tru Independence Asset Management, LLC and Jupiter Wealth Management. Boon has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Colorado and Texas. Jupiter Wealth Management, LLC is a registered investment business that has its headquarters in Denver, CO. It oversees $331 million in assets under management among its 297 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 297 customer accounts, 54% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Jupiter Wealth Management, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types charged by Jupiter Wealth Management, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4500 E Cherry Creek South Drive Suite 1060
Denver, CO 80246

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Jupiter Wealth Management, LLC Brokerage Details

Total Assets Under Management

$331,256,487

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

297

CO Average: 1,101
Average Account Size

$1,115,342

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

James Boon Work History

James has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Jupiter Wealth Management

2018 - 2018 (< 1 year)

Tru Independence Asset Management, LLC

2016 - 2018 (2 years)

Ubs Financial Services Inc

2013 - 2016 (3 years)

Ubs Financial Services Inc

2010 - 2013 (3 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Boon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jupiter Wealth Management, LLC

James Boon
Denver, CO
James Boon
Denver, CO
Ann Boon
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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