# Trent Smalley

> Trent Smalley is a fee-only financial advisor at Jersey Shore Portfolio Management in Omaha, Nebraska. Jersey Shore Portfolio Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/trent-smalley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Jersey Shore Portfolio Management
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $22.5M across 126 accounts
- **CRD:** 7250815 (https://adviserinfo.sec.gov/individual/summary/7250815)
- **SEC registration:** Investment adviser representative in NE, NJ, NY
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://jspmblog.wordpress.com

## Frequently asked questions

### Is Trent Smalley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Trent holds no broker registration, and Jersey Shore Portfolio Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Trent charge for financial advice?

Trent's firm, Jersey Shore Portfolio Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Trent Smalley based?

Trent Smalley is based in Omaha, Nebraska.

### Is Trent Smalley registered with the SEC?

Yes. Trent Smalley is registered as an investment adviser representative in NE, NJ and NY (CRD 7250815), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jersey Shore Portfolio Management manage?

Jersey Shore Portfolio Management reports $22.5M across 126 accounts in assets under management.

### How do I contact Trent Smalley?

Through Trent's website, jspmblog.wordpress.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7250815): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.