Jess S. Morgan & Company., Inc.

Jess S. Morgan & Company., Inc. (CRD# 110816) is a financial advisory firm headquartered in Los Angeles, CA. They manage $166,084,368 in 186 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $892,927
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jess S. Morgan & Company., Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gary N. Levenstein
CRD#: 1377536
5750 Wilshire Blvd., Suite 590, Los Angeles, CA 90042
93
Wealthminder
score

Gary Levenstein (CRD# 1377536) is an Investment Advisor Representative working at Jess S. Morgan & Company., Inc. in Los Angeles, CA and has over 31 years of experience in the finance industry.

2
Richard Mandel
CRD#: 2649158
5750 Wilshire Blvd., Suite 590, Los Angeles, CA 90036
87
Wealthminder
score

Richard Mandel (CRD# 2649158) is an Investment Advisor Representative working at Jess S. Morgan & Company., Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.

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