John Mateyko
John Mateyko is a registered investment advisor at Peachcap Tax & Advisory, LLC, based in Atlanta, GA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 248 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PeachCap Tax & Advisory manages investment portfolios through its wrap fee program. This bundled fee covers portfolio management, custodial services, and transaction costs. The firm selects securities and implements trades, while Hilltop Securities or Axos Advisor Services executes the trades and provides custody. The overall cost may be higher or lower than purchasing the services separately.
Location
550 Pharr Rd., Suite 700, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (9)
Customer Dispute
February 2024Customer Dispute
May 2023Customer Dispute
April 2023Customer Dispute
August 2022Customer Dispute
April 2022Customer Dispute
July 2021Customer Dispute
May 2021Customer Dispute
August 2020Employment Separation After Allegations
April 2009Other Business Activities
John is a managing partner at IDEX Financial Group LLC since 2010. He spends a few hours per week on this activity, with more time dedicated during trading hours.
Employment History
Current Registrations
Peachcap Tax & Advisory, LLC
Peachcap Securities, INC.Broker
Previous Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Vision Asset Management INC
Vision Investment Services, INC.Broker
Atlas Securities, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.