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Jeffrey Jozsef Tamas

Ideal Retirement Solutions

Port Charlotte, FL

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Current Employers
Ideal Retirement Solutions

17896 Toledo Blade Blvd, Port Charlotte, FL 33948 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-14
FL RA APPROVED 2025-04-23
  • TX RA
    APPROVED_RES
    Since 2026-01-14
  • FL RA
    APPROVED
    Since 2025-04-23

Branch Locations

17896 Toledo Blade Blvd, Port Charlotte, FL 33948 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Modern Woodmen Rock Island IL 06/2014 08/2019
Mwa Financial Services Inc. Rock Island IL 05/2015 07/2019
Alphastar Capital Management, Llc Port Charlotte FL 02/2020 Present
Ideal Retirement Solutions Llc Port Charlotte FL 06/2019 Present
Portfolio Medics Port Charlotte FL 05/2021 Present
Ideal Retirement Solutions, Llc Port Charlotte FL 12/2024 Present
  • 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
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-24
  • S65 Uniform Investment Adviser Law Examination
    2020-01-24

View on SEC IAPD

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