Open An Account

For fully electronic applications, simply be ready to provide us with your email address and we will have an application sent straight to your inbox

Applications can be submitted one of three ways:

Fully-Electronic (fastest)

For a fully-electronic application, simply give Jersey Shore Portfolio Management a call at 732-206-6015 and provide us with your email address. You will receive a link to fill out and sign your application digitally, which you can complete online in a matter of minutes. 

Semi-Electronic (most common)

For a semi-electronic application, you provide us with some basic account opening information over the phone and we prepare most of the application for you. The application is then completed and digitally signed by you online, or if you prefer, we can send you a hard copy via overnight carrier to sign and return the next day. We include a pre-paid return envelope for your convenience. To begin the Semi-Electronic process, call us at 732-206-6015


Paper Application (slowest, via US Mail)

For a paper application, please give us a call and we can mail an application which you will need to fill out, sign, and return to us before your account can become active. This is not typically recommended due to the extra time and paperwork required to establish the account.

To open an account with Jersey Shore Portfolio Management, simply give us a call at 732-206-6015 or send us an email below and we will gladly discuss your financial needs.

Contact Us

Couldn’t find the answer you were looking for? Send us an email and we will gladly answer all of your investing questions. Have more questions? give us a call at 732-206-6015

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