Unclaimed Profile

John Michael Baxman

LITMAN GREGORY ASSET MANAGEMENT, LLC·WALNUT CREEK, California

Series 6, Series 7, Series 9, Series 10, Series 63, Series 65Clean record27 years registeredLITMAN GREGORY ASSET MANAGEMENT, LLC

1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596-4111CRD# 2881592Firm CRD# 107611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Michael Baxman · WALNUT CREEK, CA

Registration

CRD #2881592 · LITMAN GREGORY ASSET MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jan 2026 – present

LITMAN GREGORY WEALTH MANAGEMENT, LLC

Jan 2013 – Feb 2026

LARKSPUR, CA

STRATEGIC ADVISERS, INC.

Jul 1999 – Aug 2009

LARKSPUR, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 20, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

CRD 107611 · SEC 801-50916

AUM

$2.4B

Regulatory assets under management

Employees

1,890 client accounts

Services offered by LITMAN GREGORY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LITMAN GREGORY WEALTH MANAGEMENT, LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Michael Baxman offer?

John Michael Baxman specializes in Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.

What are John Michael Baxman's credentials?

John Michael Baxman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Michael Baxman located?

John Michael Baxman is based in WALNUT CREEK, California, working with LITMAN GREGORY ASSET MANAGEMENT, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does John Michael Baxman charge for services?

John Michael Baxman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LITMAN GREGORY ASSET MANAGEMENT, LLC?

LITMAN GREGORY ASSET MANAGEMENT, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →