Beau NixonBeau Nixon, CEPA®Wealth Advisor
About Beau
Beau Nixon is a Wealth Advisor at J.P. Morgan Wealth Management.
Beau specializes in serving founders, private equity professionals and successful families by leveraging the broad range of J.P. Morgan's platforms and team of professionals. His passion lies in crafting advanced wealth planning strategies that help clients optimize outcomes aligned to personal, financial and family goals.
Prior to J.P. Morgan, Beau was a consultant with State Street Global Advisors, where he advised some of the nation's largest and most successful wealth management teams on portfolio construction and asset allocation strategies.
Beau earned a B.A. in Economics from Trinity College. He is a Certified Exit Planning Advisor® (CEPA®) which certifies his background and experience in helping business owners and founders navigate pre- and post- transaction planning. Outside of work, he enjoys playing golf and pickleball, and spending time with his fiancé, Marisa, in Sagamore Beach, Cape Cod.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Insights
Cybersecurity
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Cybersecurity
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Wealth Planning
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A historical look at the giving season
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Family Legacy
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowCybersecurity
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowCybersecurity
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read NowMarkets and Economy
$100 oil isn’t as scary as it used to be
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September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
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5 generational shifts reshaping family wealth planning today
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Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowFamily Legacy
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September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now
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