Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Professionals - Attorneys

    Jess S. Morgan & Company offers a full range of services for Attorneys.

    We are your advocate in all of your dealings with business partners, investment partners or other attorneys on all matters such as contracts, business negotiations, and investment opportunities.



    Financial Planning

    The firm acts as your personal accounting office by providing such services as bill paying, cash flow management, budgeting, retirement planning, as well as general guidance and oversight on all of your financial decisions.Read more


    Taxes

    Our tax specialists have comprehensive tax experience in both personal and business areas. They work to ensure that all facets of your tax planning strategies are fully coordinated. We will also work in connection with your estate planning attorney to make sure the tax planning strategies put in place are enacted and carried out they way they are drafted.Read more


    Insurance

    Our insurance professionals have the expertise in both professional and personal insurance. They can coordinate your health benefits, as well as advise on a wide range of insurance matters from life, home, auto, personal, and commercial policies. We work to ensure that your personal and professional life is properly protected.Read more


    Investment

    Jess S. Morgan & Company is a registered investment advisor with over forty years of experience in the securities industry. The investment team offers full management of your portfolio as well as analysis of those investment opportunities presented to you. The 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 of your property transactions. Their knowledge covers everything from purchasing or leasing a house, rental property or commercial property, to major construction and renovation. We can also handle property management for your investment properties.Read more


    Attorneys 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