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Advanta IRA jobs and careers

Largo, FL, United States

About Advanta IRA

Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas our firm currently holds $2 billion in client assets, many of which consist of real estate-related investments like residential, commercial, and rental properties, mortgage loans, tax liens, etc. We allow all other non-traditional assets, such as private placements, precious metals, foreign currency trading and futures trading. Advanta IRA ensures all elements of the facilitation of your account are performed properly and in compliance with IRS rules and regulations. We file reports on your behalf, issue statements and help you follow contribution limits and permissible transaction guidelines. You are able to focus on the more important task of identifying promising investments to add to your portfolio.

Founded in 2003 by Jack Callahan.

Founded
2003
Employees
11 to 50
Headquarters
Largo

Leadership

The top of Advanta IRA's org chart, with how many people report into each leader.

JCPhoto of Jack Callahan

Jack Callahan

Managing Partner

14 reports

BK

Bo Koerner

Chief Operating Officer

13 reports

Jobs at Advanta IRA

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