Be advised. This firm is no longer registered.

Jess S. Morgan & Company., Inc.

Jess S. Morgan & Company., Inc. (CRD# 110816) is a financial advisory firm headquartered in Los Angeles, CA. They manage $278,252,262 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5900 Wilshire Blvd., Suite 2300, Los Angeles, CA 90036
http://www.jsmco.com
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $1,464,486
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)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jess S. Morgan & Company., Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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