A complete list of active advisors currently associated with Jersey Shore Portfolio Management, LLC

Warmer can help you find a great advisor at Jersey Shore Portfolio Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Jersey Shore Portfolio Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Jersey Shore Portfolio Management, LLC's office locations.

Name	Location	Years of experience
Ryan Morse	Point Pleasant, NJ	17
Trent Smalley	Omaha, NE	6

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support