Jonathan Meeks, financial advisor Costa Mesa CA
93 score

Jonathan Meeks

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
Check Capital Management Inc. Costa Mesa, CA May 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
Contact Info for Jonathan J. Meeks
Phone Number: 714-641-3579
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,007
    MILLIONS
  • Total Number of Accounts
    1,940
    ACCOUNTS
  • Average Account Value
    $519,119
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, IL, KS, KY, LA, MD, MI, MN, MO, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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