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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $65,263
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Jersey Shore Portfolio Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan D. Morse
CRD#: 4565886
Englishtown, NJ 07726
103
Wealthminder
score

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
Peter J. Cavezza
CRD#: 5103292
Englishtown, NJ
93
Wealthminder
score

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.

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