Jerome W. Matecun

COMPOUND VALUE ADVISERS

Gilbert, AZ

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CRD#: 2965979

Professional summary

Jerome Wayne Matecun JR., who also goes by Jerome Wayne Matecun, Jerry W. Matecun, is a registered financial advisor currently at COMPOUND VALUE ADVISERS, LLC located in Gilbert, Arizona.

Jerome is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jerome has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerome Wayne Matecun | Jerry W. Matecun

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Wayne Matecun JR.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 4, 2013 - Present

COMPOUND VALUE ADVISERS, LLC

RIA

CRD#: 168084

Gilbert, AZ

Past

March 26, 2003 - November 29, 2006

KALYDUS ASSET ADVISORS LP

RIA

CRD#: 125003

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/4/2013)

IAR

Michigan
(9/10/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/3/2013

Uniform Investment Adviser Law Examination

Current Firm

COMPOUND VALUE ADVISERS, LLC

COMPOUND VALUE ADVISERS, LLC | SPARTAN VALUE ADVISERS, LLC

CRD#: 168084 / SEC#:

Arizona

Registered Investment Advisory firm - (5/8/2025 Terminated)

California

Registered Investment Advisory firm - (9/4/2013 Approved)

Michigan

Registered Investment Advisory firm - (9/9/2013 Approved)

Texas

Registered Investment Advisory firm - (5/8/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Grand Rapids, MI

Mailing Address

3450 Alpine Ave Nw Suite 331, Grand Rapids, MI 49544

Phone number

(480) 744-9294

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 24,836,740

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jerome W. Matecun

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerome Wayne Matecun JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPOUND VALUE ADVISERS, LLC

KALYDUS ASSET ADVISORS LP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/2013

Current Firm

COMPOUND VALUE ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPOUND VALUE ADVISERS, LLC

TRUST BUT VERIFY

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