Jacob Margo Email & Phone Number
Principal, Wealth Strategist @ Main Street Research
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Jacob Margo Location
- Sausalito, CA, US
Jacob Margo Work
- 2021 -now Private Client Advisor @
- 2021 -now Principal, Wealth Strategist @
- 2017 -2021 Investment Counselor @
- 2015 -2017 Financial Advisor- Vice President - Investments @ JP Morgan Securities LLC
- 2014 -2015 Financial Advisor @
- 2013 -2014 Insurance Agent @
Jacob Margo Education
- San Francisco State University, Lam Family College of Business
Bachelor of Science (B.S.), Business Administration (Business Administration)
2009-2013
Jacob Margo Skills
- Investments
- Series 7
Jacob Margo Summary
- Jacob Margo, based in Sausalito, CA, US, is currently a Principal, Wealth Strategist at Main Street Research. Jacob Margo brings experience from previous roles at Main Street Research, Fisher Investments, JP Morgan Securities LLC and Merrill Lynch. Jacob Margo holds a 2009 - 2013 Bachelor of Science (B.S.), Business Administration in Business Administration @ San Francisco State University, Lam Family College of Business. With a robust skill set that includes Investments, Series 7 and more. Jacob Margo has 4 emails and 3 mobile phone numbers on RocketReach.
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