Jeffrey Jozsef Tamas

Employer firm

Ideal Retirement Solutions CRD 333393

$124M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 06/2014 → 08/2019
  Modern Woodmen
  Rock Island, IL
• 05/2015 → 07/2019
  Mwa Financial Services Inc.
  Rock Island, IL
• 02/2020 → Present
  Alphastar Capital Management, Llc
  Port Charlotte, FL
• 06/2019 → Present
  Ideal Retirement Solutions Llc
  Port Charlotte, FL
• 05/2021 → Present
  Portfolio Medics
  Port Charlotte, FL
• 12/2024 → Present
  Ideal Retirement Solutions, Llc
  Port Charlotte, FL

Previous Registrations

• 2023-06-02 → 2025-06-23
  Alphastar Capital Management
  Cornelius, NC
  Port Charlotte, FL
• 2021-05-19 → 2025-01-02
  Portfolio Medics, Llc
  Port Charlotte, FL
  Bonita Springs, FL
• 2020-02-24 → 2021-05-13
  Alphastar Capital Management
  Cornelius, NC
  Port Charlotte, FL

Other Businesses

Mr. Tamas has the following Outside Business Activities; Mr. Tamas is also registered with Alphastar Capital Management as an investment advisor representative (IAR). He spends approximately 20 hours a month transacting in other investment products including alternative investments. Insurance agent through Ideal Retirement Solutions, he devotes 20 hours a week on this activity during market hours. In this roll Mr. Tamas sells insurance products including annuities and life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-24