Jersey Shore Portfolio Management
Active Management for Absolute Return since 2007
Active Management for Absolute Return since 2007
With over 20 years of professional trading and account management experience, we offer your investment accounts a level of attention and expertise that many other advisors simply can not match.
If 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. We are fee-only fiduciary advisors and provide every client the highest level of service and expertise. In addition, we do not charge for financial planning.
Our trading discipline, technical analysis, and portfolio management techniques aim to produce an absolute rate of return over time, with a focus on limiting overall drawdowns for qualified investors.
Clients in over 200 countries and territories trade stocks, options, futures, currencies, bonds, funds, and more on 150 global markets from a single unified platform. ¹
Commissions start at roughly $1 on US-listed stocks and ETFs with low commissions on other products, There are no added spreads, ticket charges, or account minimums.
Interactive Brokers has the lowest margin fees in the industry² as rated by Stockbrokers.com and IBKR Pro clients such as ours earn high market rates of interest on their instantly available cash balances.³
Learn more about Interactive Brokers’ industry-low commissions and transaction costs as an IBK Pro Client with JSPM here: Commissions & Fees | Interactive Brokers LLC
Click here to see how much you can expect to earn on your uninvested cash balances at Interactive Brokers: IBKR Interest Rates | Interactive Brokers LLC
To compare Interactive Brokers’ low margin rates with other major brokerage firms click here: US Margin Loan Rates Comparison | Interactive Brokers LLC
Industry-leading trading and account management technology provided by Interactive Brokers, a Top-Rated Online Broker by Barron’s for the past thirteen years and a winner of many other platform-based awards. Click here for information on the multitude of industry awards the IBKR platform has won over the years: Interactive Brokers Awards | Interactive Brokers LLC.
IBKR prides itself on maintaining a consistently strong capital position, a conservative balance sheet, and automated risk controls. With 416.1B in equity capital, IBKR has over $11.7B in excess of the current regulatory requirements. Click here to learn more about the Strength and Security of Interactive Brokers: Financial Strength – Strength and Security | Interactive Brokers LLC.
In addition to consistently being rated the top-rated broker overall, Interactive Brokers is regularly recognized as a leading, low-cost broker. This allows us to implement our more active strategies with essentially negligible drag due to transaction costs. Click here for more information on the IBKR Low Trading and Transaction Costs: Commissions & Fees | Interactive Brokers LLC.
Click each link below for more information.
¹ Futures trading for Qualified Eligible Persons (QEPs) only. JSPM does not offer trading in currencies (forex) or cryptocurrencies (Bitcoin, Ethereum, etc.)
² Margin borrowing is only for experienced investors with high-risk tolerance. You may lose more than your initial investment.
³ Please visit Interactive Brokers for more details and important disclosures on commissions, interest rates, and margin rates.
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.
Virtually every investor we speak with has concerns about their investment accounts. If you have underperforming stocks, ETFs, or, questions about the performance of your existing mutual funds, an annuity product you may not understand, or problems with your current advising relationship, set up an appointment with us today.
*We do not share your information with any third parties.
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
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 is a New Jersey State Registered Investment Advisor and can provide qualified clients nationwide with a safe and reliable haven to grow their investment accounts – free from common conflicts of interest and high-pressure sales tactics!
©Jersey Shore Portfolio Management LLC. 2024.