JW
JW

James Douglas Waite

28 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,193 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

575 Anton Blvd, Ste 500, Costa Mesa, CA, 92626-7685

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History

Regulatory History (1)
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Customer Dispute
September 2002
Settled
Employment History
Current Registrations
Check Capital Management INC
March 2007 - Present · 18 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
July 1997 - February 2007 · 9 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.