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Managing Members · Ideal Retirement Solutions

Jeffrey J. Tamas

CRD 6481613 · Named on Form ADV at one SEC-registered adviser

At a glance

Ideal Retirement Solutions, an SEC-registered wealth manager based in Port Charlotte, FL with $124 million in regulatory assets, lists Jeffrey J. Tamas on its Form ADV as Managing Members, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Corey J CyrManaging Member and Chief Compliance Officer, Ideal Retirement Solutions

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.