Jeffrey J. Tamas

IDEAL RETIREMENT SOLUTIONS

PORT CHARLOTTE, FL 33948

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CRD#: 6481613

Professional summary

Jeffrey Jozsef Tamas is a registered financial advisor currently at IDEAL RETIREMENT SOLUTIONS located in Port Charlotte, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 4 firms and has passed the Series 65, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Jozsef Tamas'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

April 23, 2025 - Present

IDEAL RETIREMENT SOLUTIONS

Office #1: 17896 Toledo Blade Blvd, Port Charlotte, FL 33948

RIA

CRD#: 333393

PORT CHARLOTTE, FL

Past

June 2, 2023 - June 23, 2025

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Port Charlotte, FL

Past

May 19, 2021 - January 2, 2025

PORTFOLIO MEDICS, LLC

RIA

CRD#: 145958

Port Charlotte, FL

Past

February 24, 2020 - May 13, 2021

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Port Charlotte, FL

Past

May 27, 2015 - July 18, 2019

MWA FINANCIAL SERVICES INC.

CRD#: 112630

Port Charlotte, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

IDEAL RETIREMENT SOLUTIONS

IDEAL RETIREMENT SOLUTIONS | IDEAL RETIREMENT SOLUTIONS, LLC | IDEAL RETIREMENT SOLUTIONS LLC

CRD#: 333393 / SEC#: 801-134255

RIA

Registered Investment Advisory firm - (9/4/2025 Approved)

Florida

Registered Investment Advisory firm - (9/24/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(4/23/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/24/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/27/2015

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/16/2015

Investment Company Products/Variable Contracts Principal Examination

Current Firm

IDEAL RETIREMENT SOLUTIONS

IDEAL RETIREMENT SOLUTIONS | IDEAL RETIREMENT SOLUTIONS, LLC | IDEAL RETIREMENT SOLUTIONS LLC

CRD#: 333393 / SEC#: 801-134255

RIA

Registered Investment Advisory firm - (9/4/2025 Approved)

Florida

Registered Investment Advisory firm - (9/24/2025 Terminated)

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Contact information

Main Address

17896 Toledo Blade Blvd, Port Charlotte, FL 33948

Mailing Address

Phone number

(941) 876-8985

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - IDEAL RETIREMENT SOLUTIONS (9/24/2025)

Regulatory assets under management

Total Number of Accounts	520
AUM (Assets Under Management)	$ 101,373,338

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.

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Jeffrey J. Tamas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Jozsef Tamas's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHASTAR CAPITAL MANAGEMENT

PORTFOLIO MEDICS, LLC

ALPHASTAR CAPITAL MANAGEMENT

MWA FINANCIAL SERVICES INC.

Primary Firm SEC Registration

IDEAL RETIREMENT SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/2020

SIE

Date: 10/1/2018

Series 6

Date: 5/27/2015

Series 26

Date: 9/16/2015

Current Firm

IDEAL RETIREMENT SOLUTIONS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IDEAL RETIREMENT SOLUTIONS

TRUST BUT VERIFY

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