Since 1968 Jess S. Morgan & Company, Inc. has managed investment portfolios for its clients. The company is a Registered Investment Advisor with the Securities and Exchange Commission which is regulated under the Investment Advisors Act of 1940. We also assist our clients with analyzing all types of individual private investments. Read more
In an age of increasing globalization, a growing number of multi-national investors (with transnational families) have ties to networks of people and places across the globe, rather than to a current geographic location. A variety of tax issues arise which add complexity and challenges. International investors in the US face an array of Income, Estate and Gift tax issues. Accordingly, we work with our clients in all of these areas to achieve optimum results. See more
We assist clients in establishing relationships with banks, budgeting for US living needs, acquiring assets, and household management including staff. The firm is adept at providing financial advice to help ease the transition into your new environment. Read more
The firm assists clients with procuring a personal residence (either purchase or rental), obtaining financing if needed, and providing oversight and guidance with any remodel or construction projects. We also assist with locating preferred vendors to use in repairs, gardening and general maintenance of your personal residence or provide advice on real estate investments. Read more
Assist clients in determining and obtaining proper insurance in the areas of health, automobile, homeowners, life and umbrella liability. We work to ensure that the client has the proper protection in place should the need arise. Clients will also receive assistance processing medical expense claims with doctors and medical insurance providers. Read more
We assist clients with any general needs arising from their transition from abroad to living in the US. This could include setting up telephone service, cable television and internet services, obtain credit cards for the client and provide general information about Los Angeles and the surrounding areas, or assist with school applications for children.