Jonathan MeeksCRD Number: 1259496
Current Firm: Check Capital Management Inc.
Jonathan Meeks (CRD# 1259496) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 33 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Check Capital Management Inc.||Costa Mesa, CA||May 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
Total Assets Under Management1,253MILLIONS
Total Number of Accounts2,015ACCOUNTS
Average Account Value$621,803
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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")
- Publication of periodicals or newsletters
AZ, CA, CO, FL, GA, HI, IL, KS, MD, MI, MN, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA
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