James Joseph Matejcek

Current Employers

Employment History

• 07/2007 → 06/2024
  Securities America, Inc.
  St Paul, MN
• 07/1995 → Present
  Matejcek Financial Corporation
  Plymouth, MN
• 01/2010 → Present
  Everest Financial Group, Llc
  Minneapolis, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Other Businesses

1. EVEREST FINANCIAL GROUP POSITION: IAR NATURE: EVEREST FINANCIAL GROUP, LLC - Investment Advisory - INVESTMENT ADVISOR REPRESENTATIVE - Investment Related - Time Spent 50% - Start Date: 1/2010 - Located At 701 XENIA AVE S SUITE 250, MINNEAPOLIS, MN 55416-1029, United States INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 01/01/2010 ADDRESS: 701 Xenia Ave S, Ste 250, Golden Valley MN 55416 DESCRIPTION: Investment Advisor Representative 2. PLYMOUTH CIVIC LEAGUE POSITION: Board Director NATURE: Asked to join the Plymouth MN Civic League board of directors to assist in promoting the city of Plymouth. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/13/2023 ADDRESS: 3400 Plymouth Blvd, Plymouth MN 55447 DESCRIPTION: Promote the activities of the Plymouth Civic League to foster engagement by the citizens of Plymouth in activities to bolster the city. 3. MATEJCEK FINANCIAL CORPORATION POSITION: Owner agent NATURE: MATEJCEK FINANCIAL CORP /INSURANCE SALES --OWNER/OPERATOR - Investment Related - Time Spent 12% - Start Date: 7/1995 - Located At 701 XENIA AVE S SUITE 250, MINNEAPOLIS, MN 55416-1029, United States INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 18 START DATE: 07/01/1995 ADDRESS: 4965 Weston Ln N, Plymouth MN 55446, United States DESCRIPTION: Insurance other than FIA's or EIA's depending on your terminology.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-19
• S63 Uniform Securities Agent State Law Examination
  1997-11-07

Designations

Other Names

• Jim Matejcek
• James Joseph Matejcek