Main Street Research
- Jacob Margo
Jacob Margo
Private Client Advisor at Main Street Research
Jacob Margo is currently working at Main Street Research as a Portfolio Manager. Previously, Jacob held roles at Fisher Investments as an Investment Counselor, JP Morgan Securities LLC as a Financial Advisor- Vice President - Investments, Merrill Lynch as a Financial Advisor, and Bankers Life as an Insurance Agent. Jacob earned a Bachelor of Science in Business Administration from San Francisco State University.
Timeline
Private Client Advisor
Current role
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