![John Baxman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Baxman
Portefeuillebeheerder-Aandelen bij
Beacon Pointe Advisors LLC
Profiel
Mr. John M.
Baxman is a Partner & Managing Director at Beacon Pointe Advisors LLC.
He provides comprehensive wealth management services to individuals and multi-generational families, helping clients navigate retirement planning, portfolio management, and tax-efficient strategies with a thoughtful, client-focused approach.
Mr. Baxman was previously employed at Litman Gregory Wealth Management in 2009, which was acquired by Beacon Pointe in 2025, and became a principal in 2016.
Earlier in his career, he spent 12 years as a Vice President and Senior Account Executive at Fidelity Investments, advising clients within their Private Client Group.
He received his undergraduate degree from Sonoma State University.
Actieve functies van John Baxman
| Bedrijven | Functie | Begin |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Portefeuillebeheerder-Aandelen | 31-12-2025 |
Eerdere bekende functies van John Baxman
| Bedrijven | Functie | Einde |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Portefeuillebeheerder-Aandelen | 31-12-2025 |
Fidelity Investment Trust
 Fidelity Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
Opleiding van John Baxman
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
36
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Fidelity Investment Trust
Fidelity Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Finance |
Sonoma State University
 Sonoma State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
