John Mateyko has been an investment adviser representative at Peachcap Tax & Advisory since September 2018, and is not listed among the firm’s executive officers or direct owners. John Mateyko studied at Augustana College.
Peachcap Tax & Advisory, LLC is an Atlanta, GA firm with $147M under management, 248 clients and 4 advisers across 3 offices, as of its February 2026 filing.
John Mateyko is Founder & Managing Partner of IDEX Financial. He began his career in 1999 as an intern at Dean Witter in New York City and has since worked as a financial advisor with firms including Atlas Securities, U.S. Bancorp Investments, Chase Investment Services and Fifth Third Securities. In 2010 he founded IDEX Financial in Schaumburg, Illinois; in 2018 the firm expanded into Atlanta, Georgia through the acquisition of a financial planning practice.
John Mateyko’s longest registration is the current one, 8 years at Peachcap Tax & Advisory since 2018. Before joining Peachcap Tax & Advisory in 2018, John Mateyko was registered through World Equity Group, Inc. and Fifth Third Securities, Inc.
- Peachcap Tax & Advisory, LLCCurrent– present · 8 yearsAtlanta, GA · Adviser representative · Firm CRD 158729
- World Equity Group, Inc.– · 7 yearsRolling Meadows, IL · Adviser representative · Firm CRD 29087
- Fifth Third Securities, Inc.– · under a yearMount Prospect, IL · Adviser representative · Firm CRD 628
- Chase Investment Services Corp.– · under a yearSchiller Park, IL · Adviser representative · Firm CRD 25574
- U.S. Bancorp Investments, Inc.– · 1 yearOak Park, IL · Adviser representative · Firm CRD 17868
- Vision Asset Management Inc– · under a yearChicago, IL · Adviser representative · Firm CRD 110412
Professional designations
Listed by Peachcap Tax & Advisory
- Retirement Income Certified Professional (RICP®)
- Wealth Management Certified Professional (WMCP™)
- Accredited Portfolio Management Advisor (APMA℠)
Investment adviser representative registrations
John Mateyko is registered as an investment adviser representative in 2 states. The first approvals date from September 2018; the most recent is Illinois, in October 2018.
- GeorgiaSince 28 September 2018
- IllinoisSince 23 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 2000 |
| Series 7 | General Securities Representative Examination | 2 June 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 3275621
- Firm
- Peachcap Tax & Advisory · CRD 158729
- Office
- 550 PHARR RD., SUITE 700, Atlanta, GA 30305
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- idexfinancial.com
Where does John Mateyko work?
John Mateyko is an investment adviser representative registered through Peachcap Tax & Advisory, LLC since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is John Mateyko a financial advisor?
Yes. John Mateyko has a current investment-adviser registration in Georgia and Illinois, through Peachcap Tax & Advisory since September 2018.
How many years of experience does John Mateyko have?
John Mateyko has 23 years in the financial industry, since October 2003, across 6 adviser firms.
What exams has John Mateyko passed?
John Mateyko has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2000. FINRA credited John Mateyko with the SIE, which began in October 2018.
Where did John Mateyko work before Peachcap Tax & Advisory?
Before Peachcap Tax & Advisory, John Mateyko was registered through Fifth Third Securities, Inc., July 2009 to April 2010; Chase Investment Services Corp., June 2008 to May 2009; U.S. Bancorp Investments, Inc., January 2006 to March 2007; Vision Asset Management Inc, June 2005 to August 2005.
Where is John Mateyko based?
John Mateyko’s registered office is in Atlanta, GA.
Is John Mateyko registered with FINRA?
Yes. John Mateyko has a current broker registration, under CRD 3275621.
Source: FINRA BrokerCheck
How can I verify John Mateyko’s record?
Search CRD 3275621 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Mateyko’s full registration record.
