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JESS S. MORGAN & COMPANY., INC.
JESS S. MORGAN & COMPANY., INC.
LOS ANGELES, California
·
2 registered advisors
·
CRD# 110816
SEC# 801-4740
0
323-634-2400
01
Firm Overview
AUM
$278M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at JESS S. MORGAN & COMPANY., INC.
2 registered advisors
Gary Neil Levenstein
LOS ANGELES, California
CRD# 1377536
Richard Mandel
LOS ANGELES, California
CRD# 2649158
05
Office Locations
LOS ANGELES, California
2 advisors
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Data sourced from SEC Form ADV filings. JESS S. MORGAN & COMPANY., INC. (CRD# 110816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.