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James Matthew Bauman

Investment adviser representative at Farther
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16BFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. FartherMar 2023 to now
  2. AttOct 2017 to now
  3. Farther Finance AdvisorsMar 2013 to now
  4. Optimum Capital Strategies LLCJan 2014 to Mar 2023
  5. StriveSep 2013 to Mar 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (WA).

Farther

Legal name: Farther Finance Advisors, LLC

$16BAssets managed
14,965Clients
331Advisers
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
6259247
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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