John Baxman

Portfolio Manager-Equities at

Beacon Pointe Advisors LLC

Finance

Miscellaneous

Consumer Services

Profile

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.

John Baxman active positions

Companies	Position	Start
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-Equities	31/12/2025

All active positions of John Baxman

Former positions of John Baxman

Companies	Position	End
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-Equities	31/12/2025
Fidelity Investment Trust Fidelity Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust	Corporate Officer/Principal	-

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Linked companies

Private companies	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