Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

talented advisor

Jess S. Morgan & Company, your valued and trusted advisor since 1967.

forty-five years

Jess S. Morgan & Company, celebrating over 50 years of service to the entertainment and business community.

login

Investments:

Fidelity.com

Fidelity Investments® provides clearing and custody services to Jess S. Morgan & Company

Fidelity Investments is an independent company, unaffiliated with Jess S. Morgan & Company. Fidelity Investments is a service provider to Jess S. Morgan & Company.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.  Fidelity Investments has not been involved with the preparation of the content supplied by Jess S. Morgan & Company and does not guarantee or assume any responsibility for its content.

Fidelity Investments is a registered service mark of FMR LLC.

Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.

[604489.1.0]




Client Document Transfer


Transfer Documents Here .


Startups

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

The startup phase is an exciting time in the life of a business. It's a chance for the entrepreneur to make their vision a reality. The startup also has significant challenges. A small list of those challenges includes the following: managing growth, collecting receivables, renting space, and hiring employees. Jess S. Morgan and Company can advise you on many of the business issues that a young company faces.



OUTSOURCED ACCOUNTING

As your outsourced accounting group we offer complete financial management. We provide the following services: cash flow management, budgeting, as well as general guidance and oversight on all of your financial decisions. In addition we have robust internal controls that will protect your assets. Our industry, tax, and accounting expertise enables us to have a big picture approach with all of your important transactions.>


FINANCIAL REPORTING

Our outsourcing function also allows for full financial reporting. We provide the following services on a monthly basis: balance sheet, income statement, statement of cash activity. We are able to provide reports to all appropriate parties, including, the principals, investors and other stakeholders.


TREASURY AND CASH MANAGEMENT

We will interface with the bank regarding your treasury and cash management issues including: cash flow, foreign exchange, and debt financing.


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 doing business abroad. Read more


PAYROLL AND HUMAN RESOURCE COMPLIANCE

Our professionals have the expertise to manage your payroll and human resource compliance needs. We can coordinate your payroll, payroll tax reporting, employee benefits, as well as advise on a wide range of human resource matters.


INSURANCE

Our professionals have the expertise to manage your commercial insurance needs. They have a wide range of expertise in area such as: worker's comp, health, general liability, commercial auto and so on. Read more


INVESTMENT

Jess S. Morgan & Company is a registered investment advisor with over forty years experience in the securities industry. The investment team can help you with retirement planning, which includes 401Ks, and 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 property, or major construction and renovation. We can also handle property management for your investment properties. Read more

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

| 1| 2 | 3 | 4 | 5 next »