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 portfolios 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, and 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.