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Jonathan James Meeks

CHECK CAPITAL MANAGEMENT INC·COSTA MESA, California
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575 ANTON BLVD, COSTA MESA, CA 92626-7685CRD# 1259496Firm CRD# 107058
01

About

Jonathan James Meeks is a registered financial advisor based in COSTA MESA, California, affiliated with CHECK CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
CHECK CAPITAL MANAGEMENT INC
CHECK CAPITAL MANAGEMENT INC
AUM
$1.7B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CHECK CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1259496
Firm CRD# 107058
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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