Jupiter Wealth Management, LLC

James Boon is a financial advisor at Jupiter Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services and Tru Independence Asset Management. He has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management advises individuals, estates, trusts, pension and profit-sharing plans, and corporations, providing investment management, financial planning, family office services, and retirement plan fiduciary services. The firm manages approximately $390 million in discretionary assets for about 90 clients, using a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios and offering services through a wrap fee program.

Ann Boon is a financial advisor at Jupiter Wealth Management, LLC with 31 years of industry experience. She holds the Series 63 designation and has worked previously at UBS Financial Services Inc. and tru Independence Asset Management, LLC. She has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management serves individuals, estates, trusts, pension and profit-sharing plans, and corporations, managing approximately $390 million in discretionary assets. The firm uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios and operates a wrap fee program, providing family office services and concierge support through a small advisory team.

James Boon is a financial advisor at Jupiter Wealth Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Tru Independence Asset Management. He has been with Jupiter Wealth Management since 2018. Jupiter Wealth Management advises individuals, estates, trusts, pension and profit-sharing plans, and corporations, offering investment management, financial planning, family office services, retirement plan fiduciary services, and concierge support. The firm manages approximately $390 million in discretionary assets for about 90 clients and uses a combination of fundamental, factor, optimization, and quantitative methods to construct portfolios, operating primarily through a wrap fee program.