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Network origin in Jess Sylvanus Morgan first degree
Entity | Entity type | Industry | |
---|---|---|---|
Jess S. Morgan & Co., Inc.
![]() Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients.
5
| Extinct | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jess Sylvanus Morgan via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Director of Investments | |
The California State University | College/University | Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
A. Morgan Maree Jr. & Associates, Inc.
![]() A. Morgan Maree Jr. & Associates, Inc. Investment ManagersFinance A. Morgan Maree Jr. & Associates, Inc. provides investment advice. The private company is based in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
Clifford Swan Investment Counsel LLC
![]() Clifford Swan Investment Counsel LLC Investment ManagersFinance Clifford Swan Investment Counsel LLC (Clifford Swan) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. Founded in 2007, Clifford Swan provides investment supervisory services and manages investment advisory accounts for individuals, high net-worth individuals, charitable institutions, foundations, endowments, private corporate pension and profit-sharing plans, and other corporations and businesses. | Investment Managers | Analyst-Fixed Income | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
JPMorgan Chase Bank, NA (Investment Management)
![]() JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
California State University-Los Angeles | College/University | Graduate Degree |
Statistics
International
United States | 12 |
Sectoral
Finance | 7 |
Consumer Services | 6 |
Operational
Corporate Officer/Principal | 6 |
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 3 |
Analyst-Equity | 2 |
Analyst-Fixed Income | 2 |
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