![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
Portfolio Manager-Aktien bei
Beacon Pointe Advisors LLC
Profil
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.
Aktive Positionen von John Baxman
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 31.12.2025 |
Ehemalige bekannte Positionen von John Baxman
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | 31.12.2025 |
Fidelity Investment Trust
 Fidelity Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Corporate Officer/Principal | - |
Ausbildung von John Baxman
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
36
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
