John Conley Thatcher
Investment adviser representative at Check Capital Management Inc
22 yearsExperience
2 statesRegistered in
$2.4BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Check Capital Management Inc.Feb 2017 to now
- Charles Schwab BankFeb 2005 to Feb 2017
- Charles Schwab & Co., Inc.Feb 2004 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Check Capital Management Inc
$2.4BAssets managed
1,223Clients
9Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2209222
- Firm CRD
- 107058