Disclosure Statement and ADV Form

Jersey Shore Portfolio Management, LLC (“JSPM”) is a Registered Investment Advisor (“RIA”), registered in the State of New Jersey. Jersey Shore Investments (“JSI”) is a registered trade name of Jersey Shore Portfolio Management, LLC. For additional Information Regarding Jersey Shore Portfolio Management, LLC, you may request a copy of our ADV brochure.

For more information regarding The JSI Select Fund, The JSI Worldwide Opportunity Fund, or if you have any questions about the information on our website, or the contents of any investor presentation or our ADV brochure, please contact us at (866) 727-1532 or send us a message below.

    I would like to know more about the services you provide.I would like to schedule a complimentary portfolio review.I have a question about my existing account.I would like to transfer an outside account.For other inquiries, please note below.

    Under $50,000$50,000-$99,000$100,000-$249,000$250,000-$499,999$500,00-$999,999$1,000,000+I prefer not to answer.