Jackson Boyer
Kooman & Associates · Altoona, Pennsylvania
Jackson Boyer is a fee-only financial advisor at Kooman & Associates in Altoona, Pennsylvania, who holds the CFP credential. Jackson focuses on retirement planning, estate & legacy planning and tax planning. Kooman & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kooman & Associates |
|---|---|
| Based in | Altoona, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $555.6M across 1,596 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 7492708 |
| Exams passed | Series 65 (2024) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kooman.com |
How Jackson's firm compares
- Kooman & Associates's average account is about $348,000, from its Form ADV (assets managed divided by 1,596 accounts).
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Questions about Jackson
Is Jackson Boyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Kooman & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackson charge for financial advice?
Jackson's firm, Kooman & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jackson Boyer based?
Jackson Boyer is based in Altoona, Pennsylvania.
What does Jackson specialize in?
Jackson's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
What credentials does Jackson Boyer hold?
Jackson Boyer holds the CFP credential.
Is Jackson Boyer registered with the SEC?
Yes. Jackson Boyer is registered as an investment adviser representative in PA and TX (CRD 7492708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kooman & Associates manage?
Kooman & Associates reports $555.6M across 1,596 accounts in assets under management.
How do I contact Jackson Boyer?
Through Jackson's website, www.kooman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kooman & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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