Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Professionals - Doctors

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

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

    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


    Our tax specialists have comprehensive tax experience in both personal and business areas. They work to ensure that both your personal and your business tax planning strategies are fully coordinated.Read more


    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


    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

    Doctors LEADERSHIP


    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.


    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.


    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