Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Professionals - Executives

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

    For the Executive we offer the security that comes with knowing that we are with you through the various stages of your career. We advise on your behalf with your employers. Our staff has worked with numerous studios, networks, labels and attorneys; furthermore we have expertise that literally spans the globe.



    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 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 your insurance needs. They can coordinate your health benefits, employee 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


    Executives LEADERSHIP

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    Richard Mandel

    President
    Richard is a seasoned member of the management team and has been with the firm since 1987. He has considerable experience with musical tours as well as trusts
     
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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