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Current Employers
Jersey Shore Portfolio Management, Llc

Point Pleasant, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
NJ RA APP_PEND_IARCE 2026-01-01
NY RA APPROVED 2022-08-22
TX RA APPROVED 2012-10-26
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NY RA
    APPROVED
    Since 2022-08-22
  • TX RA
    APPROVED
    Since 2012-10-26

Branch Locations

Point Pleasant, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jersey Shore Portfolio Management, Llc Loch Arbour NJ 07/2012 Present
Step It Up Consulting, Llc Loch Arbour NJ 08/2008 Present
Previous Registrations
  • 2008-12-01 → 2012-08-14
    Brokersxpress Llc
    Newbury Park, CA
    Eatontown, NJ
    Wake Forest, NC
    Loch Arbour, NJ
Other Businesses

1)STEP IT UP CONSULTING, LLC/FOUNDER - BUSINESS CONSULTING SERVICES, CONSULT. START 8/08, APPROX 40HRS PER MONTH, 10HRS PER MONTH DURING TRADING HRS, NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-25
S63 Uniform Securities Agent State Law Examination 2002-07-27
  • S65 Uniform Investment Adviser Law Examination
    2008-11-25
  • S63 Uniform Securities Agent State Law Examination
    2002-07-27

View on SEC IAPD

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