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Jacob Lionel Margo

Main Street Research LLC

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About Jacob Lionel Margo

Jacob Lionel Margo is an investment advisor representative registered with the state of California. Jacob has been in the industry since 2014 and has held prior positions at J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jacob is currently registered with Main Street Research LLC, which provides investment advisory services to individuals, businesses, and charitable organizations. Main Street Research LLC manages over $1.8 Billion in assets. Jacob provides financial planning, portfolio management, and consulting services.

Firm Information

Jacob Margo is currently registered with Main Street Research LLC. Main Street Research LLC is an investment advisor headquartered in Sausalito, CA. The firm manages approximately $1.82 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services, including portfolio management for individuals and businesses, financial planning, educational seminars, and consulting.
Main Street Research LLC

30 LIBERTY SHIP WAY

SAUSALITO, CA 94965

$1.82B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jacob Margo’s Registration & Firm History

CA

10/15/2021 - Present

Main Street Research LLC (SAUSALITO CA)

CA

07/24/2015 - 11/15/2017

J.P. MORGAN SECURITIES LLC (EL SEGUNDO CA)

CA

05/28/2014 - 06/26/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BERKELEY CA)

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Licenses & Designations

BOTH

Issued 07/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Lionel Margo.
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