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James Joseph Matejcek II

Investment Adviser Representative at EVEREST FINANCIAL GROUP

Minneapolis, MNCRD #2412649Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
2 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James Joseph Matejcek II has worked in the securities industry since 1996. They have passed the Series 65, 63, 31, 24, and 7 examinations. They are registered to provide investment advisory services in Minnesota and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MinnesotaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/19/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 11/7/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 12/7/2001
Series 7
General Securities Representative Examination
Passed 10/29/1997
Series 24
General Securities Principal Examination
Passed 5/31/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Everest Financial Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EVEREST FINANCIAL GROUPCurrent
1/31/2014Minneapolis, MN
SECURITIES AMERICA, INC.
7/10/20076/14/2024Minneapolis, MN
BROOKSTREET SECURITIES CORPORATION
8/22/20037/12/2007Saint Paul, MN
CAPITOL SECURITIES MANAGEMENT, INC.
6/10/20028/21/2003Glen Allen, VA
SOMERSET FINANCIAL GROUP, INC.
8/11/20006/14/2002Princeton, NJ
PRIVATE FINANCIAL SECURITIES
3/13/20008/9/2000Orrville, OH
SII INVESTMENTS, INC.
8/24/19983/10/2000Appleton, WI
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
10/30/19977/31/1998Cedar Rapids, IA
NEW ENGLAND SECURITIES
7/1/199410/25/1994New York, NY
TRANSAMERICA FINANCIAL RESOURCES, INC.
11/10/19936/29/1994Los Angeles, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EVEREST FINANCIAL GROUP

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View EVEREST FINANCIAL GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Joseph Matejcek II has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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James Joseph Matejcek II - Financial Advisor in Minneapolis, MN | AdvisorFinder