Jersey Shore Portfolio Management, LLC

Jersey Shore Portfolio Management, LLC (CRD# 164487) is a financial advisory firm headquartered in , . They manage $12,833,308 in 133 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
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By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • 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

Financial Advisors at Jersey Shore Portfolio Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Morse, financial advisor Point Pleasant Beach NJ
Ryan D. Morse
CRD#: 4565886
Point Pleasant Beach, NJ

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.

2
Trent Smalley, financial advisor Omaha NE
Trent J. Smalley
CRD#: 7250815
Omaha, NE

Trent Smalley (CRD# 7250815) is an Investment Advisor Representative working at Jersey Shore Portfolio Management, LLC in Omaha, NE and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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