Jeffrey Tamas has been Managing Members of Ideal Retirement Solutions since June 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Ideal Retirement Solutions, LLC is a Port Charlotte, FL firm with $124M under management, 311 clients and 4 advisers across 3 offices, as of its April 2026 filing.
Jeff Tamas is CEO & Senior Advisor of Ideal Retirement Solutions. He has an extensive leadership background from the Army and vocational Christian ministry in addition to his experience in finance.
Jeffrey Tamas’ longest registration was 3 years at Portfolio Medics, LLC (2021–2025). Before joining Ideal Retirement Solutions in 2025, Jeffrey Tamas was registered through Alphastar Capital Management and Portfolio Medics, LLC.
- Ideal Retirement SolutionsCurrent– present · 1 yearPort Charlotte, FL · Adviser representative · Firm CRD 333393
- Alphastar Capital Management– · 2 yearsPort Charlotte, FL · Adviser representative · Firm CRD 157423
- Portfolio Medics, LLC– · 3 yearsPort Charlotte, FL · Adviser representative · Firm CRD 145958
- Alphastar Capital Management, LLC– · 1 yearPort Charlotte, FL · Adviser representative · Firm CRD 157423
Professional designations
Listed by Ideal Retirement Solutions
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Jeffrey Tamas is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2025; the most recent is Texas, in January 2026.
- FloridaSince 23 April 2025
- TexasResidentSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 16 September 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 May 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Jozsef Tamas
- CRD
- 6481613
- Firm
- Ideal Retirement Solutions · CRD 333393
- Role
- Managing Members
- Office
- 17896 TOLEDO BLADE BLVD, Port Charlotte, FL 33948
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idealretirementsolutions.com
Where does Jeffrey Tamas work?
Jeffrey Tamas has been Managing Members of Ideal Retirement Solutions, LLC since June 2019, and is a control person of the firm.
Is Jeffrey Tamas a financial advisor?
Yes. Jeffrey Tamas has a current investment-adviser registration in Florida and Texas, through Ideal Retirement Solutions since April 2025.
How many years of experience does Jeffrey Tamas have?
Jeffrey Tamas has 10 years in the financial industry, since January 2016, across 3 adviser firms.
What exams has Jeffrey Tamas passed?
Jeffrey Tamas has passed 3 licensing exams: the Series 6, Series 26 and Series 65. The earliest, the Series 6, was passed in May 2015. FINRA credited Jeffrey Tamas with the SIE, which began in October 2018.
Where did Jeffrey Tamas work before Ideal Retirement Solutions?
Before Ideal Retirement Solutions, Jeffrey Tamas was registered through Portfolio Medics, LLC, May 2021 to January 2025; Alphastar Capital Management, LLC, February 2020 to May 2021.
Where is Jeffrey Tamas based?
Jeffrey Tamas’ registered office is in Port Charlotte, FL.
Is Jeffrey Tamas registered with FINRA?
No. Jeffrey Tamas has no current broker registration.
How can I verify Jeffrey Tamas’ record?
Search CRD 6481613 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Tamas’ full registration record.