JESS S. MORGAN & COMPANY., INC.

JESS S. MORGAN & COMPANY., INC. of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 110816). Regulatory assets under management: $278.3M.

Registration

Officers, owners & control persons (18)

NameRoleLocation
HARRIS LONNIE WILLIAMCHIEF 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 KE.V.P./BUSINESS MANAGEMENT; VICE PRESIDENT
ASHWORTH KEVIN JONINVESTMENT RESEARCH ASSISTANT
MORGAN JESS SYLVANUSDIRECTOR/CHAIRMAN OF THE BOARD
FRANSON WALLACE DEANDIRECTOR/CHAIRMAN OF THE BOARD; DIRECTOR/PRESIDENT; DIRECTOR/PRESIDENT/TREASURER
LOPRESTI CAROL MARIEV.P./INSURANCE
TORNCELLO GENEV.P. REAL ESTATE; V.P./REAL ESTATE
BAXTER DEIDRE LOUVEEV.P./CONTRACT ADMINISTRATION
LEVENSTEIN GARY NEILCHIEF COMPLIANCE OFFICER/DIRECTOR/PRESIDENT INVESTMENT DIVISION; E.V.P./INVESTMENT MANAGER; PRESIDENT/DIRECTOR/INVESTMENT DIVISION (+2 more)
MANDEL RICHARDE.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 DONALDE.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 SHARONV.P./BUSINESS MANAGEMENT; V.P./BUSINESS MANAGER
MORGAN PALMA SHARDV.P./BUSINESS MANAGEMENT
OLLWEILER SUSAN JEANE.V.P./DIRECTOR/BUSINESS MANAGEMENT; VICE PRESIDENT/BUSINESS MANAGEMENT
STAHL JEREMYE.V.P./BUSINESS MANAGEMENT; E.V.P./DIRECTOR/BUSINESS MANAGEMENT; E.V.P./DIRECTOR/BUSINESS MANAGEMENT/CHIEF FINANCIAL OFFICER
PINE HAROLD FREDERICKCHIEF INVESTMENT OFFICER
OLLWEILER SUSANVICE PRESIDENT
LINDSEY AURORAV.P./BUSINESS MANAGEMENT

Private funds (5)

FundTypeFormedOwnersGross asset valueMin investment
ENDERA PARTNERS LLCPrivate Equity Fund61$5.4M$10K
MORGAN INVESTORS XPrivate Equity Fund90$1.6M$25K
MORGAN INVESTORS IIIPrivate Equity Fund47$792K$20K
MORGAN INVESTORS IVPrivate Equity Fund44$166K$15K
MORGAN INVESTORS VIIIPrivate Equity Fund52$10K$18K

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