JJacob Margo's
email & phone
Opt-OutCurrent Position:
Private Client Advisor at Main Street ResearchExperience:
12 yearsLocation:
Sausalito, CaliforniaHow to contact Jacob Margo
Last updated:2025-07-04
j*****o@ms-research.com
+1-323-***-**68
Analytics
According to LinkedIn Jacob Margo started working on 2013, then the employee has changed 4 companies and 4 jobs. On average, Jacob Margo works for one company for 2 years 5 months. Jacob Margo has been working as a Private Client Advisor for Main Street Research for 1431 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.Work Experience
Private Client Advisor at
Main Street Research
Oct 2021 - Current
Investment Counselor at
Fisher Investments
Nov 2017 - Aug 2021
Financial Advisor- Vice President - Investments at
JP Morgan Securities LLC
Jul 2015 - Nov 2017
Financial Advisor at
Merrill Lynch
Mar 2014 - Jun 2015
Insurance Agent at
Bankers Life
May 2013 - Mar 2014
Education
Bachelor of Science (B.S.) at San Francisco State University, Lam Family College of Business
Frequently Asked Questions
How long has Jacob Margo been working as a Private Client Advisor?
Jacob Margo's total experience in various companies as a Private Client Advisor 3 years 11 months.What is Jacob Margo's minimum period of employment in the companies?
Jacob Margo's minimum period of employment in various companies is 10 months.What is Jacob Margo's average duration of employment for different companies?
On average, Jacob Margo works for one company for 2 years 1 monthWhat industries has Jacob Margo worked in?
Jacob Margo works in the Financial Services. Previously, Jacob Margo worked in the Insurance.What positions has Jacob Margo held before?
Previously, Jacob Margo worked as a Investment Counselor, and Financial Advisor- Vice President - Investments, and Financial Advisor, and Insurance Agent.How do I contact Jacob Margo?
Jacob Margo's email address is j*****o@ms-research.com, phone number is +1-323-***-**68. Sign up to get contact details.Who is the President/CEO/Director of the Main Street Research?
The President/CEO/Director of the Main Street Research is Adrienne BalesteriWho are Jacob Margo's peers at other companies?
Jacob Margo's peers at other companies are Teddi Fan and Justin Paschal and Ben PintaricNot the Jacob Margo you were looking for?
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