Overview
Representative Work
Activities & Membership
Awards & Recognition
News & Publications
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Overview
Jessica is a partner at Tonkon Torp and co-chairs the firm’s Financial Services & Investment Management practice group. Her practice focuses on advising investment funds, including private equity funds, financial institutions and investment advisors, compliance audits, closely-held businesses, and family owned businesses, and she has represented clients in a variety of industries.
Jessica is the Associate Executive Director of the Oregon Facilities Authority (OFA), an Oregon state agency housed at Tonkon Torp. Her responsibilities with OFA include compliance, SNAP Bond marketing, and facilitating OFA transactions. The Oregon Facilities Authority has issued over $3 billion in bonds in its history.
Jessica's work for investment management clients includes:
Jessica is the Associate Executive Director of the Oregon Facilities Authority (OFA), an Oregon state agency housed at Tonkon Torp. Her responsibilities with OFA include compliance, SNAP Bond marketing, and facilitating OFA transactions. The Oregon Facilities Authority has issued over $3 billion in bonds in its history.
Jessica's work for investment management clients includes:
- Advising on regulatory compliance of SEC and state rules and regulations, compliance policies and procedures, code of ethics, state and federal regulatory requests, state and federal regulatory filings, and GLBA privacy.
- Drafting of merger and acquisitions transaction documents, investment management and advisory agreements, solicitation agreements and disclosure documents.
- Prepared offering documents for investment funds and fund managers.
- Drafting corporate transaction documents and counseling on business matters.
- Corporate and investment fund formation - LLCs, corporations, LPs.
- Participation in board meetings, preparation and advice on corporate governance.
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Get To Know
When out of the office, Jessica enjoys time with her husband and two young children, and she is an enthusiastic runner who has competed in Hood to Coast, Pole Pedal Paddle and other Oregon athletic events. She also has taught hip hop dance and kickboxing at Portland State University.
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Featured Representative Matters
Private Investment Companies
Represents private investment companies and their investment advisors on their ongoing acquisition, financing, regulatory compliance, securities, and general business matters.
Private Investment Funds
Represents private investment funds on initial formation, capital structure and securities offering documents.
Aspen Grove Equity Solutions
Represented Aspen Grove Equity Solutions in acquisition of Strategic Capital Group. Acquired assets were then merged into Private Advisory Group assets.
Auto Loan
Represents receivable finance company in several acquisitions of auto loan receivable portfolios.
BG Radia
Represented BG Radia in the sale of their business of developing and producing loudspeaker systems to a company that is the leading producer of visual, audio, and collaboration systems.
Pendleton Grain Growers
Represented Pendleton Grain Growers in connection with the sale of their Agronomy Division which sells chemicals, fertilizers, and small grain seeds and performs custom application services.
Quantum, Inc.
Represented Quantum, Inc. in connection with the sale of certain brands and oral care products to DenTek.
Circuit Board Manufacturer
Represented circuit board manufacturer in the acquisition of intellectual property assets for business expansion.
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Community Involvement & Activities
Oregon State Bar House of Delegates
2016–Present, Region 5, Delegate
Oregon Club of Portland
2015–Present, Board of Directors
2017–Present, Secretary
Executive Committee
Greater Portland Compliance Association
Board of Directors
2011–2013, Secretary
Portland Business Alliance
Leadership Portland Class of 2016
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Professional Memberships
American Bar Association
Multnomah Bar Association
Oregon Women Lawyers
Multnomah Bar Association
Oregon Women Lawyers
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Awards & Recognitions
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Recent News
12.5.2017
Tonkon Torp Announces Four New Partners
Tonkon Torp LLP has elected Rocky Dallum, Jessica Morgan, Haley Morrison, and Drea Schmidt to the partnership, effective January 1, 2018. "Our four new partners represent our firm's next generation of leaders across a broad swath of practice areas…
11.7.2017
Financial Services Attorneys Host Compliance Professionals
Tonkon Torp attorneys Jessica Morgan and Christopher Pallanch led a presentation to investment advisers and brokerage dealers at the October meeting of the Greater Portland Compliance Association (GPCA), held at the Tonkon Torp office. They provided…
6.21.2017
Jessica Morgan Discusses Investment Trends at Oregon Angel Fund
On June 7, Tonkon Torp attorney Jessica Morgan participated in a panel discussion hosted by the Oregon Angel Fund. An audience of 25 fund managers and investors gathered to hear insight into current trends and best practices for investment fund…
6.19.2017
Tonkon Torp Names Pallanch and Morgan as Co-Chairs for Financial Services & Investment Management Group
Christopher Pallanch and Jessica Morgan have been appointed co-chairs of the Tonkon Torp Financial Services & Investment Management practice group. Pallanch is a partner in Tonkon Torp's Litigation and Financial Services practice groups, where he…
4.26.2017
Tonkon Torp Sponsors Oregon Club of Portland Dinner
Tonkon Torp was a sponsor at the Oregon Club of Portland's (OCOP) Tip-Off Dinner on April 20. Jessica Morgan, an OCOP board member, organized Tonkon's involvement with the dinner and attended along with Lindsay Reynolds, David Myers, and additional…
10.17.2016
Tonkon Torp Participates in Oregon Lawyers Against Hunger Campaign
On October 7, Tonkon Torp concluded its annual participation in the Oregon Lawyers Against Hunger (OLAH) fundraising campaign. Jessica Morgan, Caroline Harris Crowne, and Koren Benish organized the firm's fundraising efforts
9.16.2016
Financial Service Attorneys Explain Fiduciary Rule Updates for GPCA
On September 15, Tonkon Torp hosted the Greater Portland Compliance Association (GPCA) for a registered investor advisor training session. Around 25 people, all chief compliance officers from investment advisors in Portland, attended the training…
6.15.2016
Tonkon Attorneys Attend ID Experts Golf Classic
Tonkon attorneys and University of Oregon alums Jessica Morgan and Chris Pallanch, along with their guests, participated in the 25th Annual ID Experts Gold Classic held June 13. The Golf Classic was put on by the Oregon Club of Portland (OCOP) and…
5.20.2016
Tonkon Torp Sponsors UO Pioneer Awards
Tonkon Torp sponsored a table at the May 19 Pioneer Awards, put on by the University of Oregon at the Portland Art Museum.Ron Greenman organized Tonkon's participation at the event, which honored long-time client and friend of the firm, Harry…
4.20.2016
Morgan and Willes Elected to the OSB House of Delegates
Tonkon Torp attorneys Jessica Morgan and Michael Willes have been elected to three-year terms in the Oregon State Bar House of Delegates. They will represent Region 5, which covers Multnomah County. The House of Delegates is the governing body of the…
3.23.2016
Tom Palmer and Jessica Morgan Delve into Crowdfunding Portals
In advance of new equity crowdfunding rules coming in May 2016, Tom Palmer and Jessica Morgan held a presentation at Tonkon Torp’s Portland office on March 16 to various fundraising technology and software companies about equity crowdfunding portal…
2.5.2016
Tonkon Torp Supports Oregon Club of Portland Dinner
Tonkon Torp purchased tickets for Jessica Morgan and three guests for the February 3 Oregon Club of Portland Signing Day Dinner and Fundraiser. Jessica is a member of the Oregon Club of Portland board of directors. The organization works to promote…
10.12.2015
Tonkon Torp Raises Funds for Oregon Lawyers Against Hunger
On October 9, Tonkon Torp concluded its annual participation in the Oregon Lawyers Against Hunger (OLAH) fundraising campaign. Jessica Morgan, Caroline Harris Crowne, and Laura Petch organized the firm's fundraising efforts.
6.19.2015
Information Privacy & Security Attorneys Host Compliance Professionals
Attorneys from Tonkon Torp’s Information Privacy & Security Group recently hosted members affiliated with the Greater Portland Compliance Association for a seminar on cyber security. Tatiana Perry, Lauren Wallace and Eric Beach spoke to the…
6.9.2015
Tonkon Torp Sponsors Oregon Club of Portland Golf Classic
Tonkon Torp was a sponsor at the Oregon Club of Portland (OCOP) Golf Classic held at Pumpkin Ridge on June 8. Jessica Morgan, an OCOP board member, led Tonkon's involvement with the event. OCOP is a group of members united to promote and further the…
4.17.2015
Tonkon Torp Sponsors Table at Susan G. Komen Luncheon
Tonkon Torp sponsored a table at the 9th annual "Lunch for the Cure" hosted by Susan G. Komen Oregon on April 16. Jessica Morgan was the lead attorney for the event and organized Tonkon's attendance. Susan G. Komen's mission is to save lives and end…
4.14.2015
Tatiana Perry and Jessica Morgan Offer Information Privacy and Security Insights
Tatiana Perry and Jessica Morgan recently gave a presentation to a network of Portland women attorneys on legal, regulatory and reputational issues associated with data breaches, including information about the current cyber threat landscape and…
1.31.2015
Jessica Morgan Joins Oregon Club of Portland Board
Jessica Morgan joined the board of directors of the Oregon Club of Portland (OCOP). Started in 1946, the OCOP is a group of members united to promote and further the general welfare of the University of Oregon. The OCOP raises money for University of…
11.19.2014
Tonkon Torp’s Corporate Finance Specialists Host Seminar for M&A Brokers
Tonkon Torp’s Financial Services and Investment Management practice group hosted a seminar on October 30 to explain new rules that help keep M&A brokers out of trouble and out of having to register as a broker-dealer. The seminar was led by Tom…
11.3.2014
Financial Services Group Reviews Enforcement Actions and Privacy Notices for Compliance Newsletter
Tonkon Torp’s Financial Services practice group issued another installment in their Funds and Advisers Compliance Update newsletter. The Update, co-authored by Jessica Morgan, covered such topics as recent SEC enforcement actions and the new Annual…
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Publications & Presentations
"Compliance and Enforcement Update," Greater Portland Compliance Association, October 2017
"Fund Strategies & Structures: Trends and Best Practices," Oregon Angel Fund, June 2017
"Department of Labor Fiduciary Rule Overview," Greater Portland Compliance Association, September 2016
"To Be or Not to Be an Equity Crowdfunding Portal?," March 2016
"Cyber Security," Greater Portland Compliance Association Q2 Educational Session, June 2015
"Data Breaches: Legal, Regulatory and Reputational Issues," Women's Networking Group, March 2015
"M&A Brokers and Avoiding Broker-Dealer Registration," October 2014
"SEC Guidance on Cybersecurity and Use of Social Media," Greater Portland Compliance Association, June 2014