Jeffrey Cohen Hartman

Current Employers

Employment History

• 02/2014 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 05/2026
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 02/2014 → 10/2024
  American Portfolios Advisors, Inc
  Holbrook, NY
• 05/2026 → Present
  Blue Horizon Equity, Inc.
  Ponte Vedra Beach, FL
• 02/2012 → Present
  Itp Partners, Llc
  Atlantic Beach, FL
• 12/2012 → Present
  Sawgrass Wealth Management Group
  Atlantic Beach, FL
• 01/2026 → Present
  Northsouth Strategies, Llc
  Pittsford, NY
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2024-10-11 → 2026-05-22
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Pittsford, NY
  Ponte Vedra Beach, FL
• 2014-02-24 → 2024-10-11
  American Portfolios Advisors, Inc
  Jacksonville, FL
  Holbrook, NY
  Jacksonville, FL
• 2013-01-02 → 2014-02-07
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Atlanta, GA
• 2000-04-13 → 2012-11-16
  Equitable Advisors, Llc
  Atlanta, GA
  Columbia, SC
  Jacksonville, FL

Other Businesses

1. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY, INC. INVESTMENT RELATED: YES ADDRESS: 55 SULLYS TRAIL SUITE F PITTSFORD, NY 14534 NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: PRESIDENT / TREASURER START DATE: 05/2026 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: CETERA WEALTH SERVICES INVESTMENT RELATED: YES ADDRESS: 400 MARSH LANDING BLVD SUITE 101 PONTE VEDRA BEACH FL 32081 NATURE OF BUSINESS: BROKER DEALER FIRM POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE START DATE: 05/2026 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: OFFER SERVICES TO MY CLIENTS IN MY CAPACITY OF WEALTH MANAGEMENT 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/1998 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 4. NAME OF OTHER BUSINESS: ITP PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2012 POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 5. NAME OF OTHER BUSINESS: SAWGRASS WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE AND SUBLET OFFICE SPACE START DATE: 12/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: INSURANCE AND OFFICE MANAGEMENT 6. NAME OF OTHER BUSINESS: ITRUST ADVISORS INVESTMENT RELATED: YES ADDRESS: 440 S WARREN ST SUITE 608 SYRACUSE, NY 13202 NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2014 POSITION/TITLE/RELATIONSHIP: SALES APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: OFFER FIXED INSURANCE 7. NAME OF OTHER BUSINESS: NORTHSOUTH STRATEGIES, LLC INVESTMENT RELATED: YES ADDRESS: 55 SULLY'S TRAIL SUITE F PITTSFORD, NY 14534 NATURE OF BUSINESS: ORGANIZATIONAL EFFICIENCY AND AND SUCCESSION PLANNING PURPOSES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: PRESIDENT / TREASURER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: MANAGEMENT AND FINANCIAL MATTERS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-01
• S63 Uniform Securities Agent State Law Examination
  1998-02-18

Other Names

• Jeff Hartman
• Jeffrey Cohen Hartman