Jim Waite
Portfolio Manager-Equities at Check Capital Management, Inc.
Profile
Mr. James D.
Waite is a flexFOLIO Portfolio Manager at Check Capital Management, Inc. He manages the flexFOLIO program, concentrating on highly personalized portfolios to meet specific client objectives.
Mr. Waite has over 35 years of securities-industry experience.
Prior to joining Check Capital in February 2007, Mr. Waite worked as a Financial Consultant and Operations Manager with a national stockbrokerage for a decade, following five years as Investment Services Manager at Griffin Financial.
He holds a BA in Business Administration (emphasis in finance) from California State University, Fullerton.
Mr. Waite earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning in 2008.
Jim Waite active positions
| Companies | Position | Start |
|---|---|---|
Check Capital Management, Inc.
 Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Portfolio Manager-Equities | 2007-01-31 |
Former positions of Jim Waite
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | - |
Griffin Financial Group LLC
 Griffin Financial Group LLC Investment Banks/BrokersFinance Griffin Financial Group LLC is an investment bank that offers merger and acquisition advisory, financing, and strategic consulting services to both healthy and financially challenged businesses. The private company is based in King of Prussia, PA. The CEOs of the company are Matthew T. O'Leary, Scott Abercrombie. | Corporate Officer/Principal | - |
Training of Jim Waite
| California State University-Fullerton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
Griffin Financial Group LLC
Griffin Financial Group LLC Investment Banks/BrokersFinance Griffin Financial Group LLC is an investment bank that offers merger and acquisition advisory, financing, and strategic consulting services to both healthy and financially challenged businesses. The private company is based in King of Prussia, PA. The CEOs of the company are Matthew T. O'Leary, Scott Abercrombie. | Finance |
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