The People At Trax Wealth Management

At our firm, we have the client—and only the client—in mind.

Trax Wealth Management offers exceptional personal service. Each client works directly with Thomas Trax when making important investment decisions. We are committed to accommodating our individual client’s needs and answering their important questions. In addition, every client has access to our Registered Client Relationship Director & Service Staff to act as main points of contact. Our staff are lifelong learners, undergoing constant education and training to ensure our clients always have the best resources available to them. 

Thomas A. Trax, AAMS®

<span>President, Wealth Manager</span>

President, Wealth Manager

This proud Cal Poly Pomona Alum earned a Bachelor of Science in Finance, Real Estate, and Law. Now, going on 30 years of service as a Registered Securities Professional with a Accredited Asset Management Specialist designation. Tom serves transnational clientele with a holistic approach from pursuing retirement, structuring businesses, to forging a legacy with estate planning. Recently recognized in San Diego Magazine, as a Five Star Wealth Manager Award recipient for the ninth time. Tom is also a recipient of the LPL Financial Patriot Club Award, presented to less than 7% of the firm’s more than 19,000 advisors nationwide.

He sits on the board of Hillside Professional Association where he recently was voted Vice President. Tom also donates to the Assistance League of San Diego, funds go to community programs with core values in commitment, leadership, ethics, accountability, and respect.

In Tom’s free time he enjoys spending time with his son, Ryan, their hobbies include running, traveling, scuba diving, and anything on a boat.


Ixchel Beltran 

<span>Registered </span><span>Client Relations &#38; Operations Director</span>

Registered Client Relations & Operations Director

Ixy joined Trax Wealth Management in May 2018.  She previously worked in the Private Client division of a diversified bank holding company for over 6 years in which she attained several roles. Ixy has grown in the field of finance as she understands the importance of continuous learning and self-development. Now, Ixy is the Client Relations and Operations Director at Trax Wealth Management and holds the series 6, 7, and 63 licenses through LPL Financial along with her California Life Insurance License.

Ixy is an avid donor for dog rescues in San Diego and Mexico which focus on rehabilitating and rehoming dogs that have been saved from unfortunate circumstances. 

Outside of work Ixy enjoys traveling, outdoor activities, reading, movies, and spending time with her Australian Shepherd, Luna & Chocolate Lab, Copper.

CA Insurance License No. #4210296

Jacqueline Conger

<span>Client Relations &#38; Marketing Associate</span>

Client Relations & Marketing Associate

Jacqueline joined Trax Wealth Management in May 2021. This proud UCSD Alum earned her Bachelor's in Biological Anth., Minor in Society & Law. She began her career in Corporate Property Management, as an Executive Assistant handling acquisitions, licensing, and litigation matters. As a contracted Paralegal in Transactional Law, she assisted numerous corporations get approvals in structured settlements and annuities. At Trax Wealth Management she is the Client Relations and Marketing Associate, currently studying for Securities Licensing. 

Jacqueline is a proud Chancellor Associate Scholarship Program donor & Alum event lead. Her contributions allow low resource students, who have been accepted to UCSD based on exceptional merit, a full ride scholarship.

In Jacqueline's free time she enjoys art, traveling, and hiking with her Blue Heeler, Indigo.