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.
Trent J. Smalley, CMT. Portfolio Manager and Investment Advisor Representative at JSPM LLC
As a native of Omaha, Nebraska Trent’s initial approach to markets began with a comprehensive study of value investing principles pioneered by Benjamin Graham, Warren Buffet, Charlie Munger, and more recently, Joel Greenblatt.
Having started his career in 2007 and navigating through the global financial crisis in 2008-2009, he saw the need to supplement his fundamental approach to markets with technical analysis. In doing so, he completed the Chartered Market Technician Designation through the CMT Association in 2017.
Since that time, Trent has held various roles within the financial services industry, most recently joining JSPM LLC in 2020. His custom portfolios are constructed with his individual client’s objectives and risk tolerance in mind as he adheres to a strict fiduciary duty as a fee-only advisor.
Mr. Smalley maintains a Series 65 Uniform Investment Advisor license as well as a Series 3 National Commodities Futures License through FINRA. Trent is an active member of the CMT Association and is a member of the CFA Society of New York. He resides in New York City and is an avid Brooklyn Nets fan.
