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Jonathan James Meeks

Check Capital Management Inc.

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About Jonathan James Meeks

Jonathan Meeks is an investment advisor representative with Check Capital Management Inc. based in Costa Mesa, CA. Jonathan has over 30 years of experience in the financial services industry. Jonathan is registered with the state of California as an investment advisor representative. Jonathan has passed several industry exams including Series 7, Series 9, Series 10 and Series 63.

Firm Information

Jonathan Meeks 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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Jonathan Meeks’s Registration & Firm History

CA

09/22/2004 - Present

Check Capital Management Inc. (COSTA MESA CA)

TX

03/03/1992 - 05/18/2004

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

CA

10/22/1991 - 02/21/1992

CRUTTENDEN & CO., INC. (NEWPORT BEACH CA)

OR

11/14/1990 - 10/22/1991

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

CO

11/05/1990 - 11/23/1990

R A F FINANCIAL CORPORATION (DENVER CO)

NA

02/16/1985 - 10/18/1990

R.B. MARICH, INC.

NA

08/16/1984 - 02/20/1985

NIELSON AND CLARK INC.

NA

04/23/1984 - 08/10/1984

WALFORD, DEMARET & CO., INC.

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Licenses & Designations

IA

Issued 07/08/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/02/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/05/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan James Meeks.
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