Financial advisor
Jeff Hartman
Now at Blue Horizon Equity · ITP Partners · Pittsford, NY · Ponte Vedra Beach, FL
Registered as JEFFREY COHEN HARTMAN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| ITP Partners | Osaic | Blue Horizon Equity | Lateral | August 4, 2026 | $3.5B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| BLUE HORIZON EQUITY, INC. | Investment adviser | May 28, 2026 | Current |
| CETERA WEALTH SERVICES, LLC | Broker-dealer | May 15, 2026 | Current |
| OSAIC WEALTH, INC. | Investment adviser | October 11, 2024 | May 22, 2026 |
| OSAIC WEALTH, INC. | Broker-dealer | October 11, 2024 | May 22, 2026 |
| AMERICAN PORTFOLIOS ADVISORS, INC | Investment adviser | February 24, 2014 | October 11, 2024 |
| AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. | Broker-dealer | February 10, 2014 | October 11, 2024 |
| ONEAMERICA SECURITIES, INC. | Investment adviser | January 2, 2013 | February 7, 2014 |
| ONEAMERICA SECURITIES, INC. | Broker-dealer | December 11, 2012 | February 7, 2014 |
| AXA ADVISORS, LLC | Investment adviser | April 13, 2000 | November 16, 2012 |
| THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES | Broker-dealer | February 25, 1998 | January 5, 2000 |
| AXA ADVISORS, LLC | Broker-dealer | February 25, 1998 | November 16, 2012 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.