Jeffrey C. Hartman

BLUE HORIZON EQUITY

PONTE VEDRA BEACH, FL 32082

CRD#: 2979071

Some features on this profile are disabled

Professional summary

Jeffrey Cohen Hartman, who also goes by Jeff Hartman, is a registered financial advisor currently at BLUE HORIZON EQUITY, INC. located in Ponte Vedra Beach, Florida and CETERA WEALTH SERVICES, LLC located in Ponte Vedra Beach, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Hartman

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 Jeffrey Cohen Hartman's CRS (Customer Relationship Summary).

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

May 28, 2026 - Present

BLUE HORIZON EQUITY, INC.

Office #1: 4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082

RIA

CRD#: 341095

PONTE VEDRA BEACH, FL

Current

May 15, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 4400 Marsh Landing Blvd. Suite 101 & 102, Ponte Vedra Beach, FL 32082

CRD#: 13572

Ponte Vedra Beach, FL

Past

October 11, 2024 - May 22, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Pittsford, NY

Past

October 11, 2024 - May 22, 2026

OSAIC WEALTH, INC.

CRD#: 23131

Pittsford, NY

Past

February 24, 2014 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

February 10, 2014 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Ponte Vedra Beach, FL

Past

January 2, 2013 - February 7, 2014

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

ATLANTA, GA

Past

December 11, 2012 - February 7, 2014

ONEAMERICA SECURITIES, INC.

CRD#: 4173

ATLANTA, GA

Past

April 13, 2000 - November 16, 2012

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

ATLANTA, GA

Past

February 25, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

February 25, 1998 - November 16, 2012

EQUITABLE ADVISORS, LLC

CRD#: 6627

ATLANTA, GA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/15/2026)

Arizona
(5/15/2026)

Arkansas
(5/15/2026)

California
(5/15/2026)

Colorado
(5/15/2026)

Connecticut
(5/15/2026)

Delaware
(5/15/2026)

District of Columbia
(5/15/2026)

Florida
(5/15/2026)

IAR

Florida
(5/28/2026)

Georgia
(5/15/2026)

Hawaii
(5/15/2026)

Idaho
(5/15/2026)

Illinois
(5/15/2026)

Indiana
(5/15/2026)

Iowa
(5/15/2026)

Kansas
(5/15/2026)

Kentucky
(5/15/2026)

Louisiana
(5/15/2026)

Maine
(5/15/2026)

Maryland
(5/15/2026)

Massachusetts
(5/15/2026)

Michigan
(5/15/2026)

Minnesota
(5/15/2026)

Mississippi
(5/15/2026)

Missouri
(5/15/2026)

Montana
(5/15/2026)

Nebraska
(5/15/2026)

Nevada
(5/15/2026)

New Hampshire
(5/15/2026)

New Jersey
(5/15/2026)

New Mexico
(5/15/2026)

New York
(5/15/2026)

North Carolina
(5/28/2026)

North Dakota
(5/15/2026)

Ohio
(5/15/2026)

Oklahoma
(5/15/2026)

Oregon
(5/15/2026)

Pennsylvania
(5/15/2026)

Rhode Island
(5/15/2026)

South Carolina
(5/15/2026)

South Dakota
(5/15/2026)

Tennessee
(5/15/2026)

Texas
(5/15/2026)

Utah
(5/15/2026)

Vermont
(5/15/2026)

Virginia
(5/15/2026)

Washington
(5/15/2026)

West Virginia
(5/15/2026)

Wisconsin
(5/15/2026)

Wyoming
(5/15/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/18/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/24/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 4/27/2006

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 51

Date: 11/10/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/25/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BLUE HORIZON EQUITY, INC.

CRD#: 341095 / SEC#: 801-136098

RIA

Registered Investment Advisory firm - (5/6/2026 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

55 Sully's Trail Suite F, Pittsford, NY 14534

Mailing Address

Phone number

+1 (585) 641-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE HORIZON - PART 2A (3/31/2026)

BLUE HORIZON - APPENDIX 1 WRAP PROGRAM BROCHURE (3/31/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

Michael Mcalpin

INTELLICAPITAL ADVISORS LLC

IAR

PONTE VEDRA, FL

Andreas Heinrich

LPL ENTERPRISE, LLC

IAR

Jacksonville, FL

Troy Davis

DAVIS CAPITAL MANAGEMENT

IAR

JACKSONVILLE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey C. Hartman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Cohen Hartman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/1999

Series 63

Date: 2/18/1998

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/12/1999

Series 6

Date: 2/24/1998

Series 53

Date: 4/27/2006

Series 51

Date: 11/10/2003

Series 24

Date: 2/25/2002

FINRA

Current Firm

BLUE HORIZON EQUITY, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BLUE HORIZON EQUITY, INC.

TRUST BUT VERIFY

Similar Advisors