James Boon
Jupiter Wealth Management · Glendale, Colorado
James Boon is a fee-only financial advisor at Jupiter Wealth Management in Glendale, Colorado. James focuses on family wealth transfer and estate & legacy planning. Jupiter Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Jupiter Wealth Management |
|---|---|
| Based in | Glendale, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $416.8M across 308 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 2208538 |
| Exams passed | Series 63 (1992) · Series 65 (1995) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.jupiterwealth.com |
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Questions about James
Is James Boon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Jupiter Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Jupiter Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does James charge?
According to Jupiter Wealth Management's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is James Boon based?
James Boon is based in Glendale, Colorado.
What does James specialize in?
James's specialties include family wealth transfer and estate & legacy planning. James works with ultra high net worth and multi-generational families.
Is James Boon registered with the SEC?
Yes. James Boon is registered as an investment adviser representative in CO and TX (CRD 2208538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jupiter Wealth Management manage?
Jupiter Wealth Management reports $416.8M across 308 accounts in assets under management.
How do I contact James Boon?
Through James's website, www.jupiterwealth.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
- Jupiter Wealth Management 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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