About The JSPM Experience
At Jersey Shore Portfolio Management,
we work hard to ensure your portfolio works for you.
JSPM LLC
Your
CERTIFIED FINANCIAL PLANNER™
Ryan D. Morse, CMT, CFP®
At Jersey Shore Portfolio Management, we employ a collaborative financial planning experience. As a truly independent CERTIFIED FINANCIAL PLANNER™, Ryan offers a thorough, professional, and interactive retirement planning process.
Backed by over 20 years of experience, Ryan personally handles the financial affairs of individual investors and families, including retirement accounts and trusts, and frequently advises on employer-sponsored plans.
Our goal at JSPM is to provide a high level of performance, service, and expertise for every client we work with.
At JSPM, we strive to consistently provide a more hands-on, and superior level of account management.
JSPM & MyPortfolioFix was created to provide our clients with a safe haven to grow their investment accounts.
JSPM aims to achieve high & absolute risk-adjusted returns over time in a tax-efficient manner whenever possible.
Our Commitment
We know that looking our investors in the eye before we take on the management of their money can be very important, and for that reason, we stand ready to meet with new clients quickly, at their earliest convenience.
We hope the information provided within this website will be helpful. Learn more about our services here, and we encourage you to give us a call at 866-727-1532 or send us a message below and we will ensure you have all the information you need.
Have questions about JSPM? Call us at 732-206-6015 or send us a message.
*We do not share your information with any third parties.
