Unclaimed Profile

James Tyler Boon

JUPITER WEALTH MANAGEMENT, LLC·GLENDALE, Colorado

SIE, Series 7, Series 63, Series 6615 years registeredJUPITER WEALTH MANAGEMENT, LLC

4500 E CHERRY CREEK SOUTH DRIVE, GLENDALE, CO 80246CRD# 5627174Firm CRD# 299220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Tyler Boon · GLENDALE, CO

Registration

CRD #5627174 · JUPITER WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

JUPITER WEALTH MANAGEMENT, LLC

Nov 2018 – present

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Sep 2018 – Jan 2019

DENVER, CO

UBS FINANCIAL SERVICES INC.

Aug 2011 – Sep 2018

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · August 12, 2011

Years registered · 15

Disclosure History

2002Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JUPITER WEALTH MANAGEMENT, LLC

CRD 299220 · SEC 801-114274

AUM

$386M

Regulatory assets under management

Employees

291 client accounts

Services offered by JUPITER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JUPITER WEALTH MANAGEMENT, LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GLENDALE?

Browse all registered financial advisors in GLENDALE, Colorado or claim this profile if it's yours.

Browse GLENDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Tyler Boon offer?

James Tyler Boon specializes in Financial Planning, Investment Management. Contact their office in GLENDALE, Colorado for a consultation.

What are James Tyler Boon's credentials?

James Tyler Boon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Tyler Boon located?

James Tyler Boon is based in GLENDALE, Colorado, working with JUPITER WEALTH MANAGEMENT, LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.

How does James Tyler Boon charge for services?

James Tyler Boon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JUPITER WEALTH MANAGEMENT, LLC?

JUPITER WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →