James Matthew Bauman

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 03/2023
  Optimum Capital Strategies Llc
  Portland, OR
• 09/2013 → 03/2020
  Strive
  Portland, OR
• 10/2017 → Present
  Att
  Spokane, WA
• 03/2013 → Present
  Farther Finance Advisors
  Spokane Valley, WA

Previous Registrations

• 2013-12-18 → 2023-10-23
  Optimum Capital Strategies
  Beaverton, OR

Other Businesses

TRIATHLON COACHING COMPANY NON-INVESTMENT-RELATED SPORTS BUSINESS OWNER 10013 NE HAZELDELL AVE, VANCOUVER, WA 98685 START DATE: 12/2011 15 HOURS PER MONTH COMMITMENT; 0 HOURS DURING TRADING HOURS ATT CLIENT SOLUTIONS EXECUTIVE 4913 SE Hill Road Milwaukie, OR 97267 NON-INVESTMENT-RELATED TECHNOLOGY SERVICES BUSINESS EMPLOYEE 20-30 HOURS/WEEK FLEX 3-4 HOURS DURING TRADING HOURS START DATE: OCTOBER 2017 DUTIES CENTER ON SUPPORTING LARGE CORPORATIONS WITH THEIR TELECOMMUNICATIONS NEEDS

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-17

Designations

• Certified Financial Planner