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John Thatcher

John Thatcher

Vice President and Senior Investment Officer at Check Capital Management Inc/ca

Orange County, CA , United States

About

John Thatcher is Vice President and Senior Investment Officer at Check Capital Management Inc., based in Orange County, California. In this role, he advises existing clients, educates prospective clients on the firm’s investment programs, and supports their long-term financial planning. His responsibilities center on client relationship management, investor education, and the application of the firm’s disciplined investment strategies across client portfolios.

With over 20 years of industry experience, Thatcher has served as a Financial Advisor for IDS Financial Services (an American Express Company) and spent 15 years as Vice President / Financial Consultant at a major financial services firm. He also has operational experience as a former Operations Manager for a residential construction company, broadening his practical understanding of different business environments.

Thatcher holds the Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Planning Counselor™ (CRPC™), and Wealth Management Specialist℠ (WMS℠) designations. His investment expertise includes managing stock and bond portfolios with a focus on securities from established, longstanding industry leaders, and he provides retirement and cash flow planning to individuals seeking wealth preservation and growth.

Career History

OrganizationRoleDate RangeDetails
Check Capital Management Inc.Vice President and Senior Investment OfficerFeb 2017 to Present
Charles SchwabVice President and Financial ConsultantFeb 2004 to Feb 2017
Victory Sheet MetalOperations ManagerNov 1997 to Oct 2003
Charles SchwabInvestment Specialist IiJul 1995 to Nov 1997
Ids Financial ServicesPersonal Financial AdvisorNov 1992 to Jul 1995

Others at Check Capital Management Inc/ca (2)

NameRoleLocation
Christopher Ballard
Christopher Ballard
MANAGING DIRECTORUnited States
Steve Check
Steve Check
President