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Wms™ Aams® John Thatcher Crpc™

Wms™ Aams® John Thatcher Crpc™

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

San Antonio, TX , United States

About

John Thatcher, AAMS®, CRPC™, WMS℠, serves as Vice President and Senior Investment Officer at Check Capital Management Inc., where he is responsible for client advisory, investor education, and implementing the firm's disciplined investment strategies. Based in California and supporting clients nationally—including San Antonio, Texas—Thatcher manages relationships with high-net-worth individuals, focusing on tailored financial planning and portfolio management.

With over 20 years of experience, Thatcher’s core investment expertise includes managing diversified stock and bond portfolios with a particular emphasis on securities from established, longstanding industry leaders. He supports clients' retirement and cash flow planning needs, prioritizing wealth preservation and steady growth within large-cap equities and high-quality fixed income asset classes.

Previously, Thatcher was Vice President and Financial Consultant at Charles Schwab & Co., Inc. for 15 years and held earlier roles as a Financial Advisor for IDS Financial Services and as Operations Manager in the construction industry, contributing broad business experience to his advisory approach. He holds the Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Planning Counselor™ (CRPC™), and Wealth Management Specialist℠ (WMS℠) designations, underscoring his expertise in retirement and comprehensive wealth management.

Career History

OrganizationRoleDate RangeDetails
Check Capital Management Inc.Vice President and Senior Investment OfficerFeb 2017 to Present
Charles Schwab & Co., IncVice President and Financial ConsultantFeb 2004 to Feb 2017
Educated and counseled individual clients regarding their investment portfolios. Provided access to investment vehicles, insurance, annuity and banking products.
Victory Sheet MetalOperations ManagerNov 1997 to Oct 2003
Managed office staff for a construction subcontractor. Directed payroll, accounting, purchasing, safety program, vehicle maintenance and human resources.
Charles SchwabInvestment Specialist IIJul 1995 to Nov 1997
Educated individual clients regarding their investment portfolios. Provided access to investments, insurance and annuities.
IDS Financial ServicesPersonal Financial AdvisorNov 1992 to Jul 1995
Comprehensive personal financial analysis and planning. Provided investments and insurance to meet needs uncovered by analysis.

Others at Check Capital Management Inc/ca (5)

NameRoleLocation
Christopher Ballard
Christopher Ballard
MANAGING DIRECTORUnited States
Jeremy Saltzberg
Jeremy Saltzberg
Vice President, Senior Investment OfficerNewport Beach, CA , United States
John Thatcher
John Thatcher
Vice President and Senior Investment OfficerOrange County, CA , United States
Steve Check
Steve Check
President
Wms Thatcher
Wms Thatcher
Vice President and Senior Investment OfficerOrange County, CA , United States