Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Ryan Morse (CRD# 4565886) is an Investment Advisor Representative working at Jersey Shore Portfolio Management, LLC in Englishtown, NJ and has over 14 years of experience in the finance industry. He owns the firm and is a Chartered Market Technician and a Certified Financial Planner. AUM over $3.5M clearing through Interactive Brokers. Six actively-managed strategies, custom accounts and performance-based compensation arrangements are available.
Thomas H Yorke (CRD# 1499991) is an Investment Advisor Representative working at Oceanic Capital Management LLC in Red Bank, NJ and has over 30 years of experience in the finance industry. Thomas Yorke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.