2023 -
now President and Chief Compliance Officer @
2009 -
2025 Associate Partner @
1997 -
now Owner @ Matejcek Financial
Jim Matejcek Education
University of St. Thomas
MBA (Personal Financial Planning)
2001
-
2006
University of St. Thomas - Opus College of Business
Jim Matejcek Skills
Wealth
FINRA
Mortgage Lending
Business Strategy
Jim Matejcek Summary
Jim Matejcek, based in Minneapolis, MN, US, is currently a President and Chief Compliance Officer at Everest Financial Group. Jim Matejcek brings experience from previous roles at Everest Financial Group and Matejcek Financial. Jim Matejcek holds a 2001 - 2006 MBA in Personal Financial Planning @ University of St. Thomas. With a robust skill set that includes Wealth, FINRA, Mortgage Lending, Business Strategy and more. Jim Matejcek has 2 emails and 1 mobile phone numbers on RocketReach.
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