Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

    Who we serve

    As the client’s needs grow and change our services adapt to meet these new challenges so we can ensure the client’s satisfaction.

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

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


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    Business Management

    Jess S. Morgan & Company, Inc. is a full service business management firm, employing specialized professionals in all areas, who together with the client’s attorney, agent, personal manager, and other outside professionals plan and manage the client’s business and personal financial affairs. Since our founding in 1967 we have maintained a relationship to the client as a valued and trusted advisor. By entrusting their financial concerns to Jess S. Morgan & Company, Inc., the artist, athlete, entrepreneur or other high net worth individual can confidently focus on career, family and leisure.

    Business Management

    Tax Planning & Compliance

    When making sound financial and investment planning decisions, tax compliance and planning are a critical component. Jess S. Morgan & Company, Inc. provides the technical support required to comply with the tax law while taking advantage of all available tax-savings strategies. We maintain relationships with accountants and attorneys throughout the world having expertise in all areas of income and estate taxation. We are particularly familiar with the special tax issues and required planning that is unique to high net worth individuals and members of the entertainment industry.

    Tax Planning

    Investment Advisory

    Jess S. Morgan & Company, Inc. has been managing investments for high net worth individuals and corporations since 1968 as a registered investment advisor. Independent of our business management practice, we offer investment advisory services to clients interested in having their investment capital professionally managed. This division is led by experienced portfolio managers who manage the client’s individual, corporate, and retirement portfolios, which are structured to meet their investment criteria and objectives. Clients receive regular statements from both Jess S. Morgan & Company, Inc. as well as the independent custodian where all investment assets are held.

    Investment Advisory
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