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Jeffrey Jozsef Tamas

Alphastar Capital Management

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About Jeffrey Jozsef Tamas

Jeffrey Jozsef Tamas is a registered investment advisor representative with Alphastar Capital Management. Jeffrey has been in the financial services industry since May 2015. Jeffrey holds Series 6, Series 65, and Series 26 licenses. Jeffrey specializes in providing investment advisory services to individuals and families, including financial planning, portfolio management, and selection of other advisors. Jeffrey is also a registered insurance agent with Ideal Retirement Solutions, providing insurance products including annuities and life insurance.

Firm Information

Jeffrey Tamas is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Tamas’s Registration & Firm History

FL

02/14/2025 - Present

Alphastar Capital Management (Port Charlotte FL)

FL

05/27/2015 - 07/18/2019

MWA FINANCIAL SERVICES INC. (Port Charlotte FL)

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Licenses & Designations

IA

Issued 01/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Jozsef Tamas.
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