Active, fee-based account management by Chartered Market Technicians.
Whether you have underperforming stocks or funds, are tired of worrying about your self-directed accounts, or have problems with your current advising relationship, at JSPM we are here to help!
Planning for retirement is complicated. At JSPM, we are fiduciary advisors and provide the highest level of service and expertise to every client we work with.
At JSPM, our trading, technical analysis, and portfolio management techniques aim to produce an absolute rate of return over time while limiting overall drawdowns for all Private Advisory Clients.
With over 20 years of trading and investment experience, Jersey Shore Portfolio Management is here to handle all of your portfolio needs.
Mr. Ryan D. Morse, CMT, CFP® – President, Chief Investment Officer, Chief Compliance Officer
Mr. Morse is the President of Jersey Shore Portfolio Management, LLC, which he founded in 2007.
JSPM LLC was registered as a Registered Investment Advisor (RIA) firm in 2012.
Mr. Morse is a Chartered Market Technician (CMT), and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and maintains an active series 3 National Commodities Futures and Series 65 Uniform Investment Advisor license.
Trent J. Smalley, CMT – Portfolio Manager and Investment Advisor representative at JSPM LLC
Mr. Smalley completed the Chartered Market Technician Designation through the CMT Association in 2017.
Mr. Smalley joined JSPM LLC in 2020 and maintains a Series 3 national commodities futures license through FINRA as well as a Series 65 Uniform Investment Advisor license.
Mr. Smalley is an active member of the CMT Association and is a member of the CFA Society of New York. His custom portfolios are constructed with his individual clients’ objectives and risk tolerance in mind as he adheres to a strict fiduciary duty as a fee-only advisor.
Certified Financial Planners™
Backed by over 20 years of experience, we personally handle the financial affairs of individual investors and families.
At Jersey Shore Portfolio Management, we utilize collaborative, internet-based financial planning experience. Our CERTIFIED FINANCIAL PLANNERS™ offer a thorough, professional, and interactive retirement planning process.
*We do not share your information with any third parties.
Virtually every investor we speak with has concerns about their investment accounts. Whether you have underperforming stocks, questions about the performance of your existing mutual funds, an annuity product you may not understand, or problems with your current advising relationship, we can help!
