Jersey Shore Portfolio Management, LLC
Jersey Shore Portfolio Management, LLC (CRD# 164487) is a financial advisory firm headquartered in , . They manage $2,480,000 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$65,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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.
Peter Cavezza (CRD# 5103292) is an Investment Advisor Representative working at Jersey Shore Portfolio Management, LLC in Englishtown, NJ and has over 9 years of experience in the finance industry.