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.
Current role
Private Client Advisor, Hong Kong at ZEDRA
Private Client Advisor at Atlas Insurance Agency, Inc.
Private Client Advisor & Director, Research at Main Street Research
Private Client Advisor at Main Street Research
Private Client Advisor at NS PARTNERS