Unclaimed Profile

Gary Neil Levenstein

JESS S. MORGAN & COMPANY., INC.·LOS ANGELES, California

Series 7, Series 63Clean record33 years registeredJESS S. MORGAN & COMPANY., INC.

5900 WILSHIRE BLVD., LOS ANGELES, CA 90036-3697CRD# 1377536Firm CRD# 110816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Neil Levenstein · LOS ANGELES, CA

Registration

CRD #1377536 · JESS S. MORGAN & COMPANY., INC. · 33 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jul 2025 – present

LINDBROOK CAPITAL, LLC

Nov 2022 – Sep 2025

CALABASAS, CA

JESS S. MORGAN & COMPANY., INC.

Aug 1992 – Nov 2022

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 20, 1992

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JESS S. MORGAN & COMPANY., INC.

CRD 110816 · SEC 801-4740

AUM

$278M

Regulatory assets under management

Employees

190 client accounts

Services offered by JESS S. MORGAN & COMPANY., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at JESS S. MORGAN & COMPANY., INC. →

Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary Neil Levenstein offer?

Gary Neil Levenstein specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Gary Neil Levenstein's credentials?

Gary Neil Levenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Neil Levenstein located?

Gary Neil Levenstein is based in LOS ANGELES, California, working with JESS S. MORGAN & COMPANY., INC.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Gary Neil Levenstein charge for services?

Gary Neil Levenstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JESS S. MORGAN & COMPANY., INC.?

JESS S. MORGAN & COMPANY., INC. has approximately 18 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →