Menu
Jersey Shore Portfolio Management
Active Management for Absolute Return since 2007
Active Management for Absolute Return since 2007
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 Jersey Shore Portfolio Management, 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.
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.
By: Yahoo, Stocks In Translation
In this episode of Stocks In Translation, Yahoo Finance’s markets and data editor Jared Blikre, along with Yahoo Finance producer Sydnee Fried, are joined by Trent Smalley, investment adviser and portfolio manager at JSPM LLC.
By: Trent Smalley, CMT for Interactive Brokers Group LLC
For as long as I have been a technician, I have probably tried every imaginable indicator, timeframe, and strategy under the sun. As you find your way around the business, however, you will learn that less is more, and just enough is the key to a successful trade………Read More Here
By: Trent Smalley, CMT for Interactive Brokers Group LLC
Yesterday’s article was focused more on longer term holds using some simple tools to help you stay on the right side of the trend. Today, we are going to switch gears a bit and dig into my old swing trading bag of tricks. It has been years now since I have traded for my sole source of income, as I now spend my days managing portfolios for clients with longer-term investment objectives………..Read More Here
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!
IMPORTANT NOTICE REGARDING FUTURES TRADING: PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS OR SUCCESS. THE RISK OF LOSS IN COMMODITY FUTURES TRADING CAN BE SUBSTANTIAL. YOU SHOULD CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU WITH REGARD TO YOUR FINANCIAL CONDITION. THE USE OF LEVERAGE IN FUTURES CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PLEASE NOTE WE ONLY OFFER FUTURES TRADING. TO QUALIFIED ELIGIBLE PERSONS, AS DEFINED BY. THE CFTC. FOR MORE INFORMATION, PLEASE READ. OUR FULL DISCLAIMER. FURTHER, IT IS ASSUMED THAT BY VISITING OUR WEBSITE AND ENGAGING OUR FIRM, YOU HAVE REVIEWED ALL APPLICABLE DISCLOSURES.
Interactive Brokers LLC is not affiliated with and does not endorse or recommend Jersey Shore Portfolio Management. Interactive Brokers provides execution and clearing services to customers of Jersey Shore Portfolio Management. For more important information regarding Interactive Brokers LLC and the fees this firm charges please visit www.interactivebrokers.com
Jersey Shore Portfolio Management was created to provide clients nationwide with a safe and reliable haven to grow their investment accounts.
Privacy Policy
Terms of Use
©Jersey Shore Portfolio Management. 2024.