Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Entertainment - Writers

    Jess S. Morgan & Company offers a full range of services for the film and television writer.

    We are your advocate in all your dealings with attorneys, studios, production companies and agents on matters such as contracts, participation agreements, and audits. Jess S. Morgan & Company is a vital member of your team working with your representatives.



    Intellectual Property

    Our intellectual property group administers royalties or profit participations for which you may be entitled. Read more


    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 skilled and they will implement both your personal and business tax planning strategies in the most effective manner.Read more


    Insurance

    Our professionals have the expertise to manage 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


    Writers 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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    Aurora Lindsey, CPA

    Vice President
    Aurora joined Jess S. Morgan & Company in 2008 as a Senior Accountant.  Aurora commenced her accounting and business management career in 2005 with a Los Angeles CPA firm focusing on general tax compliance and planning as well as audit work for smaller and medium sized companies in the apparel, retail, manufacturing, and production company space.
     
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    Susan J. Ollweiler

    Executive Vice President
    Sue joined the firm in 1980 has extensive business management experience with musical tours and charitable foundations
     
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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