Wms™ Aams® John Thatcher Crpc™
Vice President and Senior Investment Officer at Check Capital Management Inc/ca
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Check Capital Management Inc. | Vice President and Senior Investment Officer | Feb 2017 to Present | — |
| Charles Schwab & Co., Inc | Vice President and Financial Consultant | Feb 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 Metal | Operations Manager | Nov 1997 to Oct 2003 | Managed office staff for a construction subcontractor. Directed payroll, accounting, purchasing, safety program, vehicle maintenance and human resources. |
| Charles Schwab | Investment Specialist II | Jul 1995 to Nov 1997 | Educated individual clients regarding their investment portfolios. Provided access to investments, insurance and annuities. |
| IDS Financial Services | Personal Financial Advisor | Nov 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)
| Name | Role | Location |
|---|---|---|
| MANAGING DIRECTOR | United States | |
| Vice President, Senior Investment Officer | Newport Beach, CA , United States | |
| Vice President and Senior Investment Officer | Orange County, CA , United States | |
| President | — | |
| Vice President and Senior Investment Officer | Orange County, CA , United States |