JSPM

Jersey Shore Portfolio Management is here to suit your Financial Management needs.

At Jersey Shore Portfolio Management, we have over 15 years of trading experience and technical trading expertise. We work with you to build and manage a portfolio that meets your financial needs confidently and successfully.

Financial
Planning
Solutions

Planning for retirement is at the top of everyone’s mind these days. At Jersey Shore Portfolio Management, we are a true full-service provider.

Whether you have underperforming stocks or problems with your current advising relationship, we can help!

Financial
Advisory
Services

Active
Account
Management

We aim to produce an absolute rate of return over time while limiting overall drawdowns for all Private Advisory Clients.

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

Jersey Shore Portfolio Management and My Portfolio Fix

Mr. Ryan D. Morse

Designation

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 Smalley

Designation

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.

Portfolio Lagging? We can help.

Virtually every investor we speak with has concerns about their investment accounts. Whether you have underperforming stocks, questions about the performance of your mutual funds or an annuity product you may not understand, or problems with your current advising relationship, we can help!

Questions?

For a free new client consultation and low cost advice, send us a message below.

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    Active Management for Absolute Return

    For active account management, contact the professionals at Jersey Shore Portfolio Management.