Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Industries - Athletes

    Jess S. Morgan & Company offers a full range of services for the professional athlete.

    A Strong Advocate
    We are your advocate in all your dealings with attorneys, agents, and sponsors in both your business and financial affairs.



    Financial Planning

    As a full service business management firm we offer complete financial planning. The firm acts as your personal accounting office by providing the following services: cash flow management, budgeting, retirement planning, as well as general guidance and oversight on all of your financial decisions. Our industry, tax, and accounting expertise enables us to have a big picture approach with all of your important transactions.Read more


    Taxes

    Our tax specialists have comprehensive tax planning experience in all fifty states. We also have the resources to coordinate foreign tax returns if you will be working abroad.Read more


    Insurance

    Our professionals have the expertise to manage all of your insurance needs. They can coordinate your health benefits, as well as advise on a wide range of insurance matters from life to home, auto, personal, and commercial policies.Read more


    Investment

    Jess S. Morgan & Company is a registered investment advisor with over forty years experience in the securities industry. The investment team works with a broad range of investors covering family wealth, trusts, and individuals. We are also experts in retirement planning, which includes 401Ks, profit sharing, as well as other retirement plans.Read more


    Real Estate

    Our Real Estate group can counsel you on all your property transactions. Their knowledge covers everything from leasing office space, purchasing a house or rental property, or major construction and renovation. We can also handle property management for your investment properties.Read more


    Athletes LEADERSHIP

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    Tim Bodner, CPA, MBT

    Executive Vice President
    Tim has been with Jess S. Morgan & Company, Inc. since 1995. His previous experience includes tenure with a Big Six accounting firm
     
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    Gary Levenstein

    President Investment Division
    Gary leads Jess S. Morgan & Company, Inc.ís investment division and has been part of the team since 1992
     
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    Jeremy D. Stahl, CPA

    Executive Vice President
    Jeremy began his career in public accounting and joined the firm in 2000.  During his tenure with the firm, he has worked extensively with all types of entertainment related clients, business executives, doctors, and other high-net worth individuals and families.
     
     

    Blog:

    Our Blog features the experience and wisdom of Jess S. Morgan in all aspects of Business Management and Investment Advice. Click here.

    contact us

    Office Details:

    5900 Wilshire Boulevard
    Suite 2300
    Los Angeles, CA 90036



    Tel: 323.634.2400
    Fax: 323.937.6532