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Trent Joseph Smalley

Jersey Shore Portfolio Management, LLC

Omaha, NE

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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
  • 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

Branch Locations

Omaha, NE • 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
Dtn Omaha NE 12/2007 Present
  • 12/2007 → Present
    Dtn
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-28
  • S65 Uniform Investment Adviser Law Examination
    2018-12-28

View on SEC IAPD

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