Jacob Margo's Location
Sausalito, CA, US
Jacob Margo's Work
- Portfolio Manager @ Main Street Research
- Investment Counselor @ Fisher Investments
- Financial Advisor- Vice President - Investments @ JP Morgan Securities LLC
- Financial Advisor @ Merrill Lynch
- Insurance Agent @ Bankers Life
Jacob Margo's Education
- San Francisco State University, Lam Family College of Business
Bachelor of Science (B.S.) (Business Administration)
2009 - 2013
Jacob Margo's Skills
- Investments
- Series 7
Jacob Margo's Summary
Jacob Margo, based in Sausalito, CA, US, is currently a Portfolio Manager at Main Street Research, bringing experience from previous roles at Fisher Investments, JP Morgan Securities LLC, Merrill Lynch and Bankers Life. Jacob Margo holds a 2009 - 2013 Bachelor of Science (B.S.) 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 contributes valuable insights to the industry. Jacob Margo has 5 emails and 1 mobile phone number on RocketReach.
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