The JSPM Team
Our team works with clients throughout the country. Whether it is a 401(k), retirement portfolio, or investment account, our team will work with you. We strive to consistently provide a more hands-on, superior level of account management. Schedule a FREE 30-minute consultation to determine how we can help you.
Ryan Morse
CMT CFP
Trent Smalley
CMT
The JSPM Experience
At Jersey Shore Portfolio Management, we work hard to ensure your portfolio works for you. JSPM and MyPortfolioFix were created to provide our clients with a safe haven to grow their investment accounts, develop active investment accounts and obtain consistent portfolio management. Our goal at JSPM is to provide a high level of performance, service, and expertise for every client we work with. We strive to consistently provide a more hands-on, superior level of account management.
Schedule Your Free Consultation
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, and we encourage you to give us a call at (866) 727-1532