Investment adviser representative · Jersey Shore Portfolio Management, LLC
Trent J. Smalley
CRD 7250815 · Omaha, NE
At a glance
Trent J. Smalley is an investment adviser representative with Jersey Shore Portfolio Management, LLC in Omaha, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Trent’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Jersey Shore Portfolio Management, LLCSince August 2022Omaha, NE · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Trent’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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