RIA Intel›Advisers›California›JESS S. MORGAN & COMPANY., INC.

JESS S. MORGAN & COMPANY., INC.

Advisory

N·LOS ANGELES, CA

Data as of Jun 28, 2022 · Source: SEC Form ADV

Total AUM

$278M

1-Year AUM Growth

+6.9%

3-Year CAGR

+13.2%

Employees

5

Assets Under Management

Total AUM$278M

Discretionary AUM$278M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees5

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingApr 30, 2001

Latest FilingJun 28, 2022

🔒 Full AUM trend chart and 35 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JESS S. MORGAN & COMPANY., INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.