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John Mateyko: IDEX Advisor Faces $1 Million Bond Complaint

Serenbe, Georgia financial advisor John Mateyko (CRD# 3275621) allegedly recommended unsuitable corporate bonds and structured notes, according to recent investor complaints. Financial Industry Regulatory Authority records show that he is registered as a broker with Peachcap Securities and an investment advisor with Peachcap Tax & Advisory Services. He is also a representative of IDEX Financial.

Mr. Mateyko’s BrokerCheck report discloses four investor complaints. The most recent, filed in February 2024, alleges that as a representative of Peachcap Securities, he breached his fiduciary duty and misrepresented corporate debt securities. The pending complaint alleges damages of $1 million.

A second investor complaint, filed in May 2023, alleges that as a representative of Peachcap Securities, he breached his fiduciary duty and made misrepresentations regarding structured note products. The pending complaint alleges damages of $250,000.

A third investor complaint, filed in 2022, alleges that as a representative of World Equity Group, he recommended unsuitable and illiquid investments in non-traded real estate investment trusts (REITs), including Hospitality Investment Trust. The pending complaint alleges damages of $606,000.

IDEX Financial’s website includes a profile of Mr. Mateyko that describes him as the firm’s founder and managing partner. “Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world,” states a separate page describing the firm’s approach. “We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.”

According to the Financial Industry Regulatory Authority, John Mateyko holds 20 years of securities industry experience. Based in Serenbe, Georgia, he has been registered as a broker with Peachcap Securities and an investment advisor with Peachcap Tax & Advisory Services since 2018. His past registrations include World Equity Group, Fifth Third Securities, Chase Investment Services, US Bancorp Investments, Vision Investment Services, Atlas Securities, and Morgan Stanley DW. His credentials include the passage of four securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Investment Adviser Law Examination, or Series 65. He is licensed in Arizona, California, Florida, Georgia, Idaho, Illinois, Kansas, Maryland, Minnesota, Montana, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. (Information current as of June 8, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.

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