James Michael Boon
Investment adviser representative at Jupiter Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$416.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Jupiter Wealth Management, LLCNov 2018 to now
- Tru Independence Asset Management, LLCSep 2018 to Dec 2018
- UBS Financial Services Inc.Dec 2008 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Jupiter Wealth Management, LLC
$416.8MAssets managed
92Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2208538
- Firm CRD
- 299220