Unclaimed Profile

James Joseph Matejcek

EVEREST FINANCIAL GROUP LLC·MINNEAPOLIS, Minnesota

Clean recordEVEREST FINANCIAL GROUP LLC

701 XENIA AVE S, MINNEAPOLIS, MN 55416-1029CRD# 2412649Firm CRD# 137260

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Joseph Matejcek · MINNEAPOLIS, MN

Registration

CRD #2412649 · EVEREST FINANCIAL GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Joseph Matejcek is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with EVEREST FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EVEREST FINANCIAL GROUP LLC

EVEREST FINANCIAL GROUP

AUM

$829M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EVEREST FINANCIAL GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER

Regulatory

SEC/IARD CRD# 2412649

Firm CRD# 137260

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Joseph Matejcek offer?

James Joseph Matejcek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are James Joseph Matejcek's credentials?

James Joseph Matejcek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Matejcek located?

James Joseph Matejcek is based in MINNEAPOLIS, Minnesota, working with EVEREST FINANCIAL GROUP LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does James Joseph Matejcek charge for services?

James Joseph Matejcek's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVEREST FINANCIAL GROUP LLC?

EVEREST FINANCIAL GROUP LLC has approximately 14 employees and manages $829M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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