Jacob Margo, financial advisor El Segundo CA
88 score

Jacob Margo

CRD Number: 6112980
Current Firm: J.p. Morgan Securities LLC

Jacob Margo (CRD# 6112980) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in El Segundo, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Manhattan Beach, CA Jul 2015 - Current 1
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
Bankers Life Oakland, CA Jul 2013 - Mar 2014 < 1
Unemployed San Francisco, CA May 2013 - Jul 2013 < 1
New York Life Insurance Company San Mateo, CA May 2012 - May 2013 1
San Francisco State University San Francisco, CA Aug 2009 - May 2013 3
Unemployed Sacramento, CA Jun 2009 - Aug 2009 < 1
Rio Americano High School Sacramento, CA Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Jacob L. Margo
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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