We strive to provide a superior level of account management
Jersey Shore Portfolio Management was created to provide our clients with a safe haven to grow their investment accounts. Our goal is to provide a high level of performance, service, and expertise to every client we work with.
Meet The Team
Meet the team behind my MyPortfolioFix and Jersey Shore Portfolio Management
Mr. Ryan D. MorseDesignation
Mr. Morse is a Chartered Market Technician (CMT), a CERTIFIED FINANCIAL PLANNER professional (CFP), and a candidate in the Chartered Financial Analyst (CFA) program. He holds a B.A. in Computer Systems
Trent J. Smalley, CMT is a portfolio manager and Investment Advisor Representative of Jersey Shore Portfolio Management. He holds the Chartered Market Technician designation and is an active member of the CMT Association. He maintains a Series 65 license with FINRA and the NFA.
In 2015, Mr. Smalley started Omaha Charts, a widely followed blog about the markets which is deeply rooted in quantitative technical analysis. He frequently posts market commentary as well as trade ideas, risk management analysis, and other market-related news.
Are you looking For An Expert Advisor and ready to establish your Financial Success?
Our commitment to your financial portfolio and dedication to building long term financial relationships along with our client-focused financial services will help you approach your money goals confidently.
For a free new client consultation and low cost advice, send us a message below.
Active Management for Absolute Return
For active account management, contact the professionals at Jersey Shore Portfolio Management.