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Trent S

Series 65

Omaha, NE

Jersey Shore Portfolio Management, Llc

Trent Smalley is a financial advisor at Jersey Shore Portfolio Management, LLC, based in Omaha, NE. He holds a Series 65 designation and has six years of industry experience. Prior to his advisory role, he has worked at DTN since 2007. Jersey Shore Portfolio Management serves individual and high-net-worth investors, trusts, estates, businesses, and clients of other advisors by providing discretionary portfolio management, financial planning, consulting, and self-directed trading support. The firm employs a combined fundamental and technical investment approach with a long-term orientation while permitting active trading and tactical reallocations.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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