Best Investors Account Sign in
Inactive

Jonathan James Meeks

Check Capital Management Inc

Costa Mesa, CA

Bullhead City, AZ

CRD 1259496

Claim This Profile
Employer firm

Check Capital Management Inc CRD 107058

$2.37B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
Check Capital Management Inc

575 Anton Blvd Ste 500, Costa Mesa, CA 92626-7685 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-17
CA RA APPROVED 2004-09-22
  • AZ RA
    APPROVED
    Since 2025-12-17
  • CA RA
    APPROVED
    Since 2004-09-22

Branch Locations

575 Anton Blvd Ste 500, Costa Mesa, CA 92626-7685 • United States

Bullhead City, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Check Capital Management Inc. Costa Mesa CA 05/2004 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-08
S63 Uniform Securities Agent State Law Examination 1984-05-02
  • S65 Uniform Investment Adviser Law Examination
    2024-07-08
  • S63 Uniform Securities Agent State Law Examination
    1984-05-02
Other Names
  • Jonathon James Meeks
  • Meeks
  • Jock Meeks

View on SEC IAPD

Nearby Firms

CERITY PARTNERS LLC
EDELMAN FINANCIAL ENGINES
FIFTH THIRD SECURITIES, INC.

Nearby Investors

IGNACIO ALEXANDRO JIMENEZ
GERALD LAWRENCE LARR
NICOLE ROXANNE JOKO

Nearby Offices

CERITY PARTNERS LLC · COSTA MESA, CA
EDELMAN FINANCIAL ENGINES · COSTA MESA, CA
FIFTH THIRD SECURITIES, INC. · COSTA MESA, CA

More in Costa Mesa, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor