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Jacob Lionel Margo

Main Street Research LLC

Lakeville, CT

CRD 6112980

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Employer firm

Main Street Research LLC CRD 114629

$2.68B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Main Street Research Llc

342 Main Street, Lakeville, CT 06039 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-10-15
  • CA RA
    APPROVED
    Since 2021-10-15

Branch Locations

342 Main Street, Lakeville, CT 06039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc Manhattan Beach CA 07/2015 11/2017
Fisher Investments San Mateo CA 11/2017 08/2021
Main Street Research Llc Sausalito CA 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-23
  • S66 Uniform Combined State Law Examination
    2014-07-23
Other Names
  • Jacob Lionel Margo
  • Jacob L Margo

View on SEC IAPD

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Nearby Investors

HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT

Nearby Offices

EIA INVESTMENTS LLC · SALISBURY, CT
OPPENHEIMER + CLOSE, LLC · Lakeville, CT
LPL FINANCIAL LLC · SHARON, CT

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