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Jersey Shore Portfolio Management
Active Management for Absolute Return since 2007
Active Management for Absolute Return since 2007
Annual reviews, consultations and ad-hoc advising services are included in the annual advisory fee for all JSPM Private Advisory Clients.
We offer one-time financial consulting services at a flat rate to non-current advisory clients. these consultations serve to provide a high level of advice at a controlled cost for those who want a fresh perspective on their accounts and current financial situation. We can advise on personal finance matters, trading strategies, and portfolio management tactics, market environment and technical analysis, as well as more complex financial and business planning issues.
A financial planning advisory agreement detailing the scope and nature of the consultation must be signed prior to the appointment. To request this form and make an appointment, please email Ryan at ryan@jspmllc.com
For a copy of our financial planning advisory agreement, call us at 732-206-6015 or send us an email using the form below.
*We do not share your information with any third parties.
INTERACTIVE BROKERS’ STANDARD DISCLOSURE:
INTERACTIVE BROKERS LLC IS NOT AFFILIATED WITH AND DOES NOT ENDORSE OR RECOMMEND JERSEY SHORE PORTFOLIO MANAGEMENT. INTERACTIVE BROKERS PROVIDE EXECUTION AND CLEARING SERVICES TO CUSTOMERS OF JERSEY SHORE PORTFOLIO MANAGEMENT. FOR MORE INFORMATION REGARDING INTERACTIVE BROKERS LLC AND THE FEES CHARGED BY THIS FIRM, PLEASE VISIT WWW.INTERACTIVEBROKERS.COM
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.
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