Jersey Shore Portfolio Management

Active Management for Absolute Return since 2007

JSPM Custodial Firm

Interactive Brokers, LLC

Interactive Brokers Group, Inc was founded by its Chairman and CEO Thomas Peterfly. Over the last 47 years, it has grown internationally to become one of the premier securities firms with over $16.1 Billion in Equity Capital and conducts broker/dealer business on over 150 market destinations worldwide.

Interactive Broker’s headquarters are in Greenwich, Connecticut, and it has approximately 2,950+ employees in its offices in the USA, Switzerland, Canada, Ireland, China (Hong Kong & Shanghai), The UK, Australia, Hungary, India, Japan, and Singapore. Interactive Brokers is regulated by the SEC, FINRA, NYSE, FCA, and other regulatory agencies around the world.

JSPM Clears through Interactive Brokers LLC.

Why Do We Use Interactive Brokers?

Clients in over 200 countries and territories trade stocks, options, futures, currencies, bonds, funds, and more on 150 global markets from a single unified platform. ¹ 

Commissions start at roughly $1 on US-listed stocks and ETFs with low commissions on other products, There are no added spreads, ticket charges, or account minimums. 

Interactive Brokers has the lowest margin fees in the industry² as rated by Stockbrokers.com and IBKR Pro clients such as ours earn high market rates of interest on their instantly available cash balances.³

Learn more about Interactive Brokers’ industry-low commissions and transaction costs as an IBK Pro Client with JSPM here: Commissions & Fees | Interactive Brokers LLC

Click here to see how much you can expect to earn on your uninvested cash balances at Interactive Brokers: IBKR Interest Rates | Interactive Brokers LLC

To compare Interactive Brokers’ low margin rates with other major brokerage firms click here: US Margin Loan Rates Comparison | Interactive Brokers LLC

Industry-leading trading and account management technology provided by Interactive Brokers, a Top-Rated Online Broker by Barron’s for the past thirteen years and a winner of many other platform-based awards. Click here for information on the multitude of industry awards the IBKR platform has won over the years: Interactive Brokers Awards | Interactive Brokers LLC.

IBKR prides itself on maintaining a consistently strong capital position, a conservative balance sheet, and automated risk controls. With $16.1B in equity capital, IBKR has over $11.7B in excess of the current regulatory requirements. Click here to learn more about the Strength and Security of Interactive Brokers: Financial Strength – Strength and Security | Interactive Brokers LLC.

In addition to consistently being rated the top-rated broker overall, Interactive Brokers is regularly recognized as a leading, low-cost broker. This allows us to implement our more active strategies with essentially negligible drag due to transaction costs. Click here for more information on the IBKR Low Trading and Transaction Costs: Commissions & Fees | Interactive Brokers LLC.

¹ Futures trading for Qualified Eligible Persons (QEPs) only. JSPM does not offer trading in currencies (forex) or cryptocurrencies (Bitcoin, Ethereum, etc.)

² Margin borrowing is only for experienced investors with high-risk tolerance. You may lose more than your initial investment.

³ Please visit Interactive Brokers for more details and important disclosures on commissions, interest rates, and margin rates.

Have questions about retirement accounts? Call us at 732-206-6015 or send us a message below.

*We do not share your information with any third parties.