Jersey Shore Portfolio Management, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jersey Shore Portfolio Management serves individual and high‑net‑worth investors, trusts, estates, businesses and clients of other advisors, providing discretionary portfolio management, financial planning and consulting, and a self‑directed trading support option. The firm also offers several Actively‑Managed Strategies delivered as separately managed accounts and provides portfolio reviews through its MyPortfolioFix service.
The firm’s investment approach combines fundamental and technical analysis with a generally long‑term orientation while allowing active trading and tactical reallocations when market conditions warrant. Portfolios are constructed from ETFs, individual equities and bonds and may employ options, futures and currencies for hedging or tactical exposure; the adviser also uses margin/borrowing in client accounts as part of its trading and timing strategies.
Noteworthy for a small, two‑advisor firm with roughly $22.5 million in assets under management, Jersey Shore assesses and onboards Qualified Clients for performance‑based compensation arrangements and maintains additional qualifications for futures‑enabled strategies. The brochure also discloses plans to act as a fund general partner in the future and describes services that accept allocations from other advisers, features that are less common among similarly sized peers.
Client services
Expertise
Fee options
Financial planning or consulting services fees range from $50 to $5,000 fixed fee
$0+: 0.50% to 2.75% annually depending on size and complexity of the Client relationship $0+: 0.25% to 0.75% annual advisory fee for Self-Directed Trading and Investing Assistance
Performance fee of 15% to 25% of gains per quarter for Qualified Clients (those with $1,000,000+ under management or $2,000,000 net worth)
Account minimum: $250,000 Fee-only: Financial planning or consulting services fees range from $50 to $5,000 fixed fee, negotiable based on complexity
Main office
See officePoint Pleasant NJ
Advisors at this office
1
Most active in
Nebraska · New Jersey · New York · Texas
Also doing business as
Jersey Shore Investments · Jersey Shore Portfolio Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan M
Series 63, Series 65
Point Pleasant, NJ
Jersey Shore Portfolio Management, Llc
Ryan Morse is a financial advisor at Jersey Shore Portfolio Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jersey Shore Portfolio Management since 2012. In addition to his advisory role, he is the founder of Step It Up Consulting, LLC, a business consulting firm he has operated since 2008. 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 analysis approach, offering actively managed strategies and tactical portfolio adjustments using ETFs, equities, bonds, and derivatives.
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.
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