Ira John Tweed

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2003 → Present
  Mass Mutual Life Insurance
  Spfld, MA
• 05/2005 → Present
  Great American Advisors, Inc
  Carlsbad, CA
• 08/2010 → Present
  Lincoln Investment
  Los Angeles, CA
• 03/2021 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2007-10-17 → 2010-08-02
  Mm Ascend Life Investor Services, Llc
  Los Angeles, CA
  Carlsbad, CA
  Edgewood, KY

Other Businesses

MCQUEEN KALLIGAN INSURANCE POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2010 ADDRESS: 404 CAMINO DEL RIO SOUTH STE. 505, SAN DIEGO CA 92108 DESCRIPTION: THEY BROKER TERM LIFE INSURANCE. GREAT AMERICAN POSITION: AGENT NATURE: ANNUITIES INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 02/01/2010 ADDRESS: PO BOX 5420, CINCINNATI OH 45201 DESCRIPTION: NEW POLICIES AND MAINTAIN EXISTING FIXED BUSINESS. ASH BROKERAGE POSITION: Writing agent. NATURE: fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 888 S. Harrison St ste 900, Fort Wayne IN 46802, United States DESCRIPTION: Meeting for fixed annuity, application and follow up MassMutual Position: Agent Nature: Fixed Annuities Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 2/1/2010 Address: PO Box 5420 , Cincinnati, OH 45201 Description: maintain existing fixed business

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-11
• S63 Uniform Securities Agent State Law Examination
  2003-12-03

Other Names

• Ira Tweed