JESS S. MORGAN & COMPANY., INC.
CRD #110816 SEC #801-4740 LOS ANGELES, CA 323-634-2400
SEC Registered Private Funds
Total AUM
$278.3M
Discretionary
$278.3M
Employees
18
Clients
26
Accounts
190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $278.3M | $278.3M | $0 | 18 | 0 |
| Jun 2021 | $260.2M | $260.2M | $0 | 19 | 0 |
| Nov 2020 | $181.4M | $181.4M | $0 | 22 | 0 |
| Jun 2020 | $181.4M | $181.4M | $0 | 22 | 0 |
| Jun 2019 | $190.7M | $190.7M | $0 | 22 | 0 |
| Jun 2018 | $191.5M | $191.5M | $0 | 19 | 0 |
| May 2017 | $175.3M | $175.3M | $0 | 20 | 26 |
| Jun 2016 | $166.1M | $166.1M | $0 | 19 | 26 |
| Mar 2016 | $168.9M | $168.9M | $0 | 21 | 26 |
| Jun 2015 | $168.9M | $168.9M | $0 | 21 | 26 |
| Jun 2014 | $169.1M | $169.1M | $0 | 21 | 26 |
| Jul 2013 | $157.3M | $157.3M | $0 | 22 | 26 |
| Jun 2013 | $157.3M | $157.3M | $0 | 22 | 26 |
| Jun 2013 | $157.3M | $157.3M | $0 | 22 | 26 |
| Feb 2013 | $159M | $159M | $0 | 24 | 26 |
| Nov 2012 | $159M | $159M | $0 | 24 | 26 |
| Jun 2012 | $159M | $159M | $0 | 11 | 26 |
| Jun 2011 | $172.3M | $172.3M | $0 | -- | -- |
| Oct 2010 | $168.2M | $168.2M | $0 | -- | -- |
| Jun 2010 | $168.2M | $168.2M | $0 | -- | -- |
| Jun 2009 | $152.9M | $152.9M | $0 | -- | -- |
| Jun 2004 | $215.2M | $215.2M | $0 | -- | -- |
DateJun 2022
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees18
Clients0
DateJun 2021
Total AUM$260.2M
Discretionary$260.2M
Non-Disc.$0
Employees19
Clients0
DateNov 2020
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees22
Clients0
DateJun 2020
Total AUM$181.4M
Discretionary$181.4M
Non-Disc.$0
Employees22
Clients0
DateJun 2019
Total AUM$190.7M
Discretionary$190.7M
Non-Disc.$0
Employees22
Clients0
DateJun 2018
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees19
Clients0
DateMay 2017
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees20
Clients26
DateJun 2016
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees19
Clients26
DateMar 2016
Total AUM$168.9M
Discretionary$168.9M
Non-Disc.$0
Employees21
Clients26
DateJun 2015
Total AUM$168.9M
Discretionary$168.9M
Non-Disc.$0
Employees21
Clients26
DateJun 2014
Total AUM$169.1M
Discretionary$169.1M
Non-Disc.$0
Employees21
Clients26
DateJul 2013
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees22
Clients26
DateJun 2013
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees22
Clients26
DateJun 2013
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees22
Clients26
DateFeb 2013
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees24
Clients26
DateNov 2012
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees24
Clients26
DateJun 2012
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees11
Clients26
DateJun 2011
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$215.2M
Discretionary$215.2M
Non-Disc.$0
Employees--
Clients--