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Jersey Shore Portfolio Management, LLC

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Client assets under management

$22,510,719

Clients

53

23% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

27

Low

Average account size

$424,731

About

Jersey Shore Portfolio Management serves individual and high‑net‑worth investors, trusts, estates, businesses and clients of other advisors, providing discretionary portfolio management, financial planning and consulting, and a self‑directed trading support option. The firm also offers several Actively‑Managed Strategies delivered as separately managed accounts and provides portfolio reviews through its MyPortfolioFix service.

The firm’s investment approach combines fundamental and technical analysis with a generally long‑term orientation while allowing active trading and tactical reallocations when market conditions warrant. Portfolios are constructed from ETFs, individual equities and bonds and may employ options, futures and currencies for hedging or tactical exposure; the adviser also uses margin/borrowing in client accounts as part of its trading and timing strategies.

Noteworthy for a small, two‑advisor firm with roughly $22.5 million in assets under management, Jersey Shore assesses and onboards Qualified Clients for performance‑based compensation arrangements and maintains additional qualifications for futures‑enabled strategies. The brochure also discloses plans to act as a fund general partner in the future and describes services that accept allocations from other advisers, features that are less common among similarly sized peers.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments

Fee options

Fixed

Financial planning or consulting services fees range from $50 to $5,000 fixed fee

Percentage

$0+: 0.50% to 2.75% annually depending on size and complexity of the Client relationship $0+: 0.25% to 0.75% annual advisory fee for Self-Directed Trading and Investing Assistance

Performance-based

Performance fee of 15% to 25% of gains per quarter for Qualified Clients (those with $1,000,000+ under management or $2,000,000 net worth)

Other

Account minimum: $250,000 Fee-only: Financial planning or consulting services fees range from $50 to $5,000 fixed fee, negotiable based on complexity

Main office location

Jersey Shore Portfolio Management, LLC

Point Pleasant NJ, United States

Number of offices

2

Most active in

More info

Nebraska · New Jersey · New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Instagram Website 732-206-6015

Advisors at this firm

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Ryan M

Series 63, Series 65

Point Pleasant, NJ

Jersey Shore Portfolio Management, LLC

Ryan Morse is a financial advisor with Jersey Shore Portfolio Management, LLC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Jersey Shore Portfolio Management since 2012 and is also the founder of Step It Up Consulting, a business consulting firm he has operated since 2008. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm combines fundamental and technical analysis with a long-term investment orientation while allowing active trading, and it offers unique features such as portfolio management for pooled vehicles and the use of margin and derivatives in separately managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Trent S

Series 65

Omaha, NE

Jersey Shore Portfolio Management, LLC

Trent Smalley is a financial advisor at Jersey Shore Portfolio Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at DTN since 2007. Jersey Shore Portfolio Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and other advisors. The firm employs a blend of fundamental and technical analysis with a long-term orientation while allowing active trading, using a range of investment vehicles including ETFs, equities, fixed income, options, futures, and currencies, and offers portfolio management for pooled vehicles along with support for self-directed investors.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments
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