James W Boldt
Investment adviser representative at Lexaurum Advisors
17 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Lexaurum Advisors, LLCFeb 2022 to now
- O'malley-boldt Financial, LLCOct 2021 to now
- Jim Boldt & Associates, LLCAug 2021 to Oct 2021
- Allstate Insurance CoJul 2009 to Oct 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (KS).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 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
- 1942048
- Firm CRD
- 283653