Triage Form & Instructions
Please fill out the form below and locate a copy of the latest available statement for each account that you need help with. You can upload your statements at the end of the form or email them directly to ryan@jspmllc.com.
Once received, your assessment will usually be completed within 1-2 business days.
Please be available for a phone appointment or two during this time.
Instructions
Locate a copy of the latest available statement for each account that you need help with.
Once you have all of your information organized, fill out the detailed form below. *This generally takes about 5 to 10 minutes.
Your portfolio assessment will be completed within 1-2 business days. We will contact you to set up a phone appointment during this time.
Contact Us
*We do not share your information with any third parties.
IMPORTANT NOTICE REGARDING FUTURES TRADING: PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS OR SUCCESS. THE RISK OF LOSS IN COMMODITY FUTURES TRADING CAN BE SUBSTANTIAL. YOU SHOULD CAREFULLY CONSIDER WhETHER SUCH TRADING IS SUITABLE FOR YOU WITH REGARD TO YOUR FINANCIAL CONDITION. THE USE OF LEVERAGE IN FUTURES CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PLEASE NOTE WE ONLY OFFER FUTURES TRADING TO QUALIFIED ELIGIBLE PERSONS, AS DEFINED BY THE CFTC. FOR MORE INFORMATION, PLEASE READ OUR FULL DISCLAIMER. FURTHER, IT IS ASSUMED THAT BY VISITING OUR WEBSITE AND ENGAGING OUR FIRM YOU HAVE REVIEWED ALL APPLICABLE DISCLOSURES.
Portfolio repair solutions are provided by Jersey Shore Portfolio Management, LLC. We are a fee-based Registered Investment Advisory clearing through the Barron’s #1-Rated Interactive Brokers, LLC. All accounts are managed personally by Ryan D. Morse, CMT, CFP®. Account management fees vary dependent on the nature of trading and objective of the account(s). Due to minimum capital requirements at Interactive Brokers, we cannot provide trading or portfolio management services for individual accounts under $10,000.00 ($5,000.00 for IRA’s). Call us and we’ll help you in any other way we can.
Please note that new cases are handled one at a time, and a waiting list may apply.
Feel free to view our full regulatory disclosure.