CRD: 164487
Jersey Shore Portfolio Management, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2012
- Office Locations
- 2
Office Locations
About Jersey Shore Portfolio Management, LLC
Jersey Shore Portfolio Management (JSPM) is a fee-only fiduciary RIA providing portfolio management and retirement-focused advice, with financial planning at no additional charge. Led by CMT/CFP Ryan D. Morse and CMT Trent Smalley, the firm uses technical-analysis-driven, risk-managed strategies targeting absolute returns and limiting drawdowns for qualified investors, implemented via Interactive Brokers’ IBKR Pro platform for low trading costs.
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Accredited Investors
Asset Classes
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Investment Themes
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Services
Technology
Owner & Executives
RYAN DOUGLAS MORSE
Chief Compliance Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #4565886
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Trent Joseph Smalley
Investment Advisor Representative
- CRD
- #7250815
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,510,719 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,510,719 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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