John Thatcher (CRD# 2209222) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 32 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Check Capital Management Inc. | Costa Mesa, CA | Feb 2017 - Current | 7 |
| Charles Schwab Bank | Anaheim, CA | Feb 2005 - Feb 2017 | 12 |
| Charles Schwab & Company, Inc. | Anaheim, CA | Feb 2004 - Feb 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management1,735MILLIONS
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Total Number of Accounts2,142ACCOUNTS
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Average Account Value$810,034
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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