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John Conley Thatcher

Check Capital Management Inc.

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About John Conley Thatcher

John Conley Thatcher is an investment advisor representative with Check Capital Management Inc. John has been in the financial services industry for over 23 years, and has experience with various investment strategies. John is currently registered with the state of California and Texas. John has held prior positions at Charles Schwab & Co., Inc. and American Express Financial Advisors Inc. John provides financial planning and portfolio management services to individuals, corporations, and investment companies.

Firm Information

John Thatcher is currently registered with Check Capital Management Inc.. Check Capital Management Inc. is an investment advisor headquartered in Costa Mesa, CA. The firm provides financial planning and portfolio management services to individuals, investment companies, and corporations. They manage approximately $1.73 billion in assets for 2,142 clients. Check Capital's services include a wrap fee program.
Check Capital Management Inc.

575 ANTON BLVD

COSTA MESA, CA 92626-7685

$1.74B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Thatcher’s Registration & Firm History

CA

06/14/2021 - Present

Check Capital Management Inc. (COSTA MESA CA)

CA

04/09/2004 - 03/06/2017

CHARLES SCHWAB & CO., INC. (BREA CA)

TX

08/30/1995 - 12/09/1997

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MN

09/14/1992 - 07/19/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/14/1992 - 07/19/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for John Conley Thatcher. Review regulatory record here.
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