Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Industries - Nonprofit

Jess S. Morgan & Company, Inc. offers a wide array of services for foundations, Non-Profit, Organizations, and philanthropic individuals.

Our Services

We have a long history of working with Foundations and Non-Profit Organizations. Our capabilities and experiences are broad. We are a full service company available and trained to handle all of your staffing and administrative requirements. Areas of expertise and services available include the following:

  • Grant making
  • Reviewing grant proposals
  • Reviewing grant operations, which is of particular importance to multi-year grants
  • Execution of grant operations
  • Reporting and contact with current and prospective grantees
  • Donor Relations, including stock and other forms of transfer
  • Board of Director support which includes meetings, Executive Director communications and preparation of minutes
  • Representing the organization at events
  • Finance and Bookkeeping, which includes budgeting and monthly financial statement reporting

Taxes and Compliance Reporting

Our internal tax specialists have comprehensive knowledge about the proper reporting to the IRS, Attorneys General, and other governmental agencies and departments. Read more


Our Insurance Professionals have the expertise to make sure that your foundation, and its officers and directors have the proper coverage to protect them while working on the organization’s behalf.Read more


Jess S. Morgan & Company is a registered investment advisor with over forty years of experience in the securities industry. The investment team works with a wide array of investment tools to make sure the foundation’s investments are managed within the guidelines established by your board. Our Investment group also works in conjunction with your treasury operations to make sure funding obligations are adequately maintained.Read more



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

Gary Levenstein

President Investment Division

Gary has lead Jess S. Morgan & Company, Inc.ís investment division since 1992 and has over 30 years of investment management experience.


Susan J. Ollweiler

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


Our Articles feature 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