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TS

Trent J. Smalley

JERSEY SHORE PORTFOLIO MANAGEMENT, LLC
Omaha, NE
Some features on this profile are disabled
CRD#: 7250815
TS

Professional summary

Trent Joseph Smalley is a registered financial advisor currently at JERSEY SHORE PORTFOLIO MANAGEMENT, LLC located in Omaha, Nebraska.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Trent has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Joseph Smalley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 15, 2020 - Present

JERSEY SHORE PORTFOLIO MANAGEMENT, LLC

RIA
CRD#: 164487
Omaha, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(6/15/2020)
IAR
New Jersey
(6/15/2020)
IAR
New York
(8/22/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 2/25/2021
National Commodity Futures Examination

Current Firm

JS
JERSEY SHORE PORTFOLIO MANAGEMENT, LLC
JERSEY SHORE INVESTMENTS | JERSEY SHORE PORTFOLIO MANAGEMENT, LLC

CRD#: 164487 / SEC#:

Nebraska
Registered Investment Advisory firm - (6/12/2020 Approved)
New Jersey
Registered Investment Advisory firm - (7/11/2012 Approved)
New York
Registered Investment Advisory firm - (8/22/2022 Approved)
Texas
Registered Investment Advisory firm - (10/26/2012 Approved)
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Contact information

Main Address
Point Pleasant, NJ
Mailing Address
Phone number
(732) 206-6015
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts115
AUM (Assets Under Management)$ 16,865,121

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JERSEY SHORE PORTFOLIO MANAGEMENT, LLC

CRD#: 164487Omaha, NE

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