1. Wealthminder
  2. Point Pleasant Beach, NJ
  3. Log in
  1. Log in
Ryan Morse, financial advisor Point Pleasant Beach NJ

Ryan Morse

CRD Number: 4565886
Current Firm: Jersey Shore Portfolio Management, LLC
Compensation Model: Fee Only

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.

CONTACT
Similar Advisors
John Hammack, financial advisor Point Pleasant Beach NJ
John P. Hammack
CRD# 2083423
Main Street Financial Solutions, LLC
Similar Advisors
Kevin Kruse, financial advisor Point Pleasant Beach NJ
Kevin H. Kruse
CRD# 4874990
Prudential Financial Planning Services
Similar Advisors
Mark Abadir, financial advisor Point Pleasant Beach NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Jersey Shore Portfolio Management, LLC Loch Arbour, NJ Jul 2012 - Current 11
Step It Up Consulting, LLC Loch Arbour, NJ Aug 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Ryan D. Morse
,
Phone Number: 732-206-6015
Firm Website: https://twitter.com/jspmllc
Registered State(s):
  • NE
  • NJ
  • NY
  • TX
Current Firm Details
Jersey Shore Portfolio Management, LLC
Firm's CRD Number: 164487
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $96,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE, NJ, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Ryan Morse and other advisors.
Request Proposals
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.