The JSPM Experience
At Jersey Shore Portfolio Management, we work hard to ensure your portfolio works for you. 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 superior level of account management.
JSPM & MyPortfolioFix was created to provide our clients with a safe haven to grow their investment accounts.
JSPM strives to develop active investment accounts, and obtain consistent portfolio management.
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.
Mr. Ryan D. Morse, CMT, CFP® – President, Chief Investment Officer, Chief Compliance Officer.
Mr. Morse is the President of Jersey Shore Portfolio Management, LLC, which he founded in 2007. JSPM LLC was registered as a Registered Investment Advisor (RIA) firm in 2012 to manage the investment portfolio for a group of private clients on a fee-only, fiduciary basis.
Mr. Morse is a Chartered Market Technician (CMT), and a CERTIFIED FINANCIAL PLANNER™ professional (CFP®.) He holds a B.A. in Computer Systems Engineering from Boston University’s College of Engineering and maintains active Series 3 National Commodities Futures and Series 65 Uniform Investment Advisor licenses. Ryan personally manages the bulk of the firm’s portfolios, using an active and technical trading approach to managing investment accounts.
Before starting Jersey Shore Portfolio Management, Mr. Morse spent over ten years in the financial services industry, most recently running Jersey Shore Investments, an independent branch office of BrokersXpress, a former subsidiary of OptionsXpress later The Charles Schwab Corporation.
Prior to that, Mr. Morse was a portfolio manager and financial consultant with Garden State Securities. Mr. Morse began his career at Upromise Inc., servicing 529 plans and improving back-office operations on their joint venture with the Vanguard group. Mr. Morse grew up in Mount Holly, NJ, and attended Rancocas Valley Regional High School. He currently resides in Point Pleasant, NJ.
Trent J. Smalley, CMT is a portfolio manager and investment advisor representative at JSPM LLC.
As a native of Omaha, Nebraska Trent’s initial approach to markets began with a comprehensive study of value investing principles pioneered by Benjamin Graham, Warren Buffett, Charlie Munger, and more recently, Joel Greenblatt.
Having started his career in 2007 and navigating through the global financial crisis in 2008-2009, he saw the need to supplement his fundamental approach to markets with technical analysis. In doing so, he completed the Chartered Market Technician Designation through the CMT Association in 2017.
Since that time, Trent has held various roles within the financial services industry, most recently joining JSPM LLC in 2020. His custom portfolios are constructed with his individual clients’ objectives and risk tolerance in mind as he adheres to a strict fiduciary duty as a fee-only advisor.
Mr. Smalley maintains a Series 65 Uniform Investment Advisor license as well as a Series 3 National Commodities Futures license through FINRA. Trent is an active member of the CMT Association and is a member of the CFA Society of New York. He resides in New York City and is an avid Brooklyn Nets fan.
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