Ryan Morse
CRD Number: 4565886Current Firm: Jersey Shore Portfolio Management, LLC
Compensation Model: Fee Only
Ryan Morse (CRD# 4565886) is an Investment Advisor Representative working at Jersey Shore Portfolio Management, LLC in Englishtown, NJ and has over 14 years of experience in the finance industry. He owns the firm and is a Chartered Market Technician and a Certified Financial Planner. AUM over $3.5M clearing through Interactive Brokers. Six actively-managed strategies, custom accounts and performance-based compensation arrangements are available.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jersey Shore Portfolio Management, LLC | Loch Arbour, NJ | Jul 2012 - Current | 11 |
Step It Up Consulting, LLC | Loch Arbour, NJ | Aug 2008 - Current | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2002 |
S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- NE
- NJ
- NY
- TX
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Total Assets Under Management13MILLIONS
-
Total Number of Accounts133ACCOUNTS
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Average Account Value$96,491
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
NE, NJ, NY, TX
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