Jacob Margo, financial advisor Sausalito CA

Jacob Margo

CRD Number: 6112980
Current Firm: Main Street Research LLC

Jacob Margo (CRD# 6112980) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Main Street Research LLC Sausalito, CA Oct 2021 - Current 2
Fisher Investments San Mateo, CA Nov 2017 - Aug 2021 3
Jp Morgan Securities LLC Manhattan Beach, CA Jul 2015 - Nov 2017 2
Bank Of America, N.a. Berkeley, CA Aug 2014 - Jun 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Berkeley, CA Mar 2014 - Jun 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jacob L. Margo
Phone Number: 415-289-1010
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,817
    MILLIONS
  • Total Number of Accounts
    2,550
    ACCOUNTS
  • Average Account Value
    $712,396
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

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