Jeffrey Jozsef Tamas
Investment adviser representative at Ideal Retirement Solutions
12 yearsExperience
2 statesRegistered in
$123.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Portfolio MedicsMay 2021 to now
- Alphastar Capital Management, LLCFeb 2020 to now
- Ideal Retirement Solutions, LLCJun 2019 to now
- Mwa Financial Services Inc.May 2015 to Jul 2019
- Modern WoodmenJun 2014 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Ideal Retirement Solutions
Legal name: Ideal Retirement Solutions, LLC
$123.5MAssets managed
311Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6481613
- Firm CRD
- 333393