# JESS S. MORGAN & COMPANY., INC.

JESS S. MORGAN & COMPANY., INC. of LOS ANGELES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 110816
- Type: SEC-registered investment adviser
- SEC file number: 801-4740
- Location: 5900 WILSHIRE BLVD., SUITE 2300, LOS ANGELES, CA, 90036-3697
- Phone: 323-634-2400
- Latest filing: 2022-06-28
- Regulatory AUM: $278.3M
- Discretionary AUM: $278.3M
- Clients: 18
- Accounts: 190

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| HARRIS LONNIE WILLIAM | CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER/DIRECTOR/BUSINESS MANAGEMENT; E.V.P./BUSINESS MANAGEMENT; E.V.P./DIRECTOR/BUSINESS MANAGEMENT/CHIEF FINANCIAL OFFICER (+2 more) | — |
| LEE ROSALIND K | E.V.P./BUSINESS MANAGEMENT; VICE PRESIDENT | — |
| ASHWORTH KEVIN JON | INVESTMENT RESEARCH ASSISTANT | — |
| MORGAN JESS SYLVANUS | DIRECTOR/CHAIRMAN OF THE BOARD | — |
| FRANSON WALLACE DEAN | DIRECTOR/CHAIRMAN OF THE BOARD; DIRECTOR/PRESIDENT; DIRECTOR/PRESIDENT/TREASURER | — |
| LOPRESTI CAROL MARIE | V.P./INSURANCE | — |
| TORNCELLO GENE | V.P. REAL ESTATE; V.P./REAL ESTATE | — |
| BAXTER DEIDRE LOUVEE | V.P./CONTRACT ADMINISTRATION | — |
| LEVENSTEIN GARY NEIL | CHIEF COMPLIANCE OFFICER/DIRECTOR/PRESIDENT INVESTMENT DIVISION; E.V.P./INVESTMENT MANAGER; PRESIDENT/DIRECTOR/INVESTMENT DIVISION (+2 more) | — |
| MANDEL RICHARD | E.V.P./BUSINESS MANAGEMENT; E.V.P./BUSINESS MANAGEMENT AND CHIEF COMPLIANCE OFFICER; E.V.P./DIRECTOR/BUSINESS MANAGEMENT AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| BODNER TIMOTHY DONALD | E.V.P./DIRECTOR/TAX/BUSINESS MANAGEMENT/CORPORATE SECRETARY; E.V.P./DIRECTOR/TAX MANAGER/BUSINESS MANAGEMENT; E.V.P./DIRECTOR/TAX MANAGER/BUSINESS MANAGEMENT/CORPORATE SECRETARY (+2 more) | — |
| FRANSON IRENE SHARON | V.P./BUSINESS MANAGEMENT; V.P./BUSINESS MANAGER | — |
| MORGAN PALMA SHARD | V.P./BUSINESS MANAGEMENT | — |
| OLLWEILER SUSAN JEAN | E.V.P./DIRECTOR/BUSINESS MANAGEMENT; VICE PRESIDENT/BUSINESS MANAGEMENT | — |
| STAHL JEREMY | E.V.P./BUSINESS MANAGEMENT; E.V.P./DIRECTOR/BUSINESS MANAGEMENT; E.V.P./DIRECTOR/BUSINESS MANAGEMENT/CHIEF FINANCIAL OFFICER | — |
| PINE HAROLD FREDERICK | CHIEF INVESTMENT OFFICER | — |
| OLLWEILER SUSAN | VICE PRESIDENT | — |
| LINDSEY AURORA | V.P./BUSINESS MANAGEMENT | — |


## Private funds (5)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ENDERA PARTNERS LLC | Private Equity Fund | — | 61 | $5.4M | $10K |
| MORGAN INVESTORS X | Private Equity Fund | — | 90 | $1.6M | $25K |
| MORGAN INVESTORS III | Private Equity Fund | — | 47 | $792K | $20K |
| MORGAN INVESTORS IV | Private Equity Fund | — | 44 | $166K | $15K |
| MORGAN INVESTORS VIII | Private Equity Fund | — | 52 | $10K | $18K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110816/similar
- Related entities: https://search.stillhousedata.com/firm/110816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110816

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.