Jacob Lionel Margo
Investment adviser representative at Main Street Research LLC
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Main Street Research LLCOct 2021 to now
- Fisher InvestmentsNov 2017 to Aug 2021
- JP Morgan Securities LLCJul 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Main Street Research LLC
$2.7BAssets managed
1,031Clients
19Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6112980
- Firm CRD
- 114629