Unclaimed Profile

Jonathan James Meeks

CHECK CAPITAL MANAGEMENT INC·COSTA MESA, California

Series 7, Series 9, Series 10, Series 63, Series 65Clean record29 years registeredCHECK CAPITAL MANAGEMENT INC

575 ANTON BLVD, COSTA MESA, CA 92626-7685CRD# 1259496Firm CRD# 107058

Profile Verification

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

Identity

Jonathan James Meeks · COSTA MESA, CA

Registration

CRD #1259496 · CHECK CAPITAL MANAGEMENT INC · 29 years registered

Brand Profile

Not yet started

Career History

CHECK CAPITAL MANAGEMENT INC

Sep 2004 – present

CHARLES SCHWAB & CO., INC.

Jul 1997 – May 2004

BREA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHECK CAPITAL MANAGEMENT INC

CRD 107058 · SEC 801-29001

AUM

$1.7B

Regulatory assets under management

Employees

2,142 client accounts

Services offered by CHECK CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CHECK CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Jonathan James Meeks offer?

Jonathan James Meeks specializes in Financial Planning, Investment Management. Contact their office in COSTA MESA, California for a consultation.

What are Jonathan James Meeks's credentials?

Jonathan James Meeks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan James Meeks located?

Jonathan James Meeks is based in COSTA MESA, California, working with CHECK CAPITAL MANAGEMENT INC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.

How does Jonathan James Meeks charge for services?

Jonathan James Meeks's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHECK CAPITAL MANAGEMENT INC?

CHECK CAPITAL MANAGEMENT INC has approximately 11 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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