JSPM Financial Services

Consulting Services

We offer one-time financial consulting services at a flat rate to non-current advisory clients

At JSPM, 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.

For non-current advisory clients, we bill at a rate of $200 per hour for financial consultations given between the hours of 9:00 AM and 4:30 PM, and $150 per hour for consultations performed after 4:30 PM. This one-time consulting fee is waived for incoming clients. 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 us at ryan@jspmllc.com

Our clearing firm, Interactive Brokers LLC, does not charge a fee for incoming account transfers.

We provide these services in our office, over the phone or web, or at the place of your choosing. No walk-ins please.

To make an appointment, call us at 732-206-6015 or email us at ryan@jspmllc.com

We accept Visa, MasterCard, American Express and Discover.

Interactive Brokers’ Standard Disclosure: 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 information regarding Interactive Brokers LLC and the fees charged by this firm, please visit www.interactivebrokers.com 

Contact Us

Interested in a consultation? Maybe you have questions about your current portfolio or have interest in establishing a new account. Send us a message and we will be sure to answer any questions you may have. Have more questions about our consulting services? give us a call at 732-206-6015

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