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Jacob Margo Email & Phone Number
Private Client Advisor
at
Main Street Research
1 work email found
@ms-research.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Private Client Advisor
Location
Sausalito, California, United States
Company size
Who is Jacob Margo? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jacob Margo is listed as Private Client Advisor at Main Street Research, a with 26 employees, based in Sausalito, California, United States. AeroLeads shows a work email signal at ms-research.com and a matched LinkedIn profile for Jacob Margo.
Jacob Margo previously worked as Portfolio Manager at Main Street Research and Investment Counselor at Fisher Investments. Jacob Margo holds Bachelor Of Science (B.S.), Business Administration from San Francisco State University, Lam Family College Of Business.
Company email context
Email format at Main Street Research
This section adds company-level context without repeating Jacob Margo's masked contact details.
{first}@ms-research.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jacob Margo. Compare company email patterns before reaching out.
Profile bio
About Jacob Margo
Jacob Margo is a Private Client Advisor at Main Street Research.
Current workplace
Jacob Margo's current company
Company context helps verify the profile and gives searchers a useful next step.
Main Street Research
6 roles
Jacob Margo work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Current
Oct 2021 - Present
Investment Counselor
Nov 2017 - Aug 2021
Financial Advisor- Vice President - Investments
Jp Morgan Securities Llc
Jul 2015 - Nov 2017
Financial Advisor
Mar 2014 - Jun 2015
Insurance Agent
May 2013 - Mar 2014
Team & coworkers
Colleagues at Main Street Research
Other employees you can reach at ms-research.com. View company contacts for 26 employees →
NM
Natalie Mcmahon
Colleague at Main Street ResearchSausalito, California, United States
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MN
Matthew Northrop, Cfp®
Colleague at Main Street ResearchFairfield, Connecticut, United States
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PS
Peter Sawch
Colleague at Main Street ResearchStamford, Connecticut, United States
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EB
Elizabeth Baldassari
Colleague at Main Street ResearchSan Francisco Bay Area, United States
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JM
Jonathan Magee
Colleague at Main Street ResearchIreland
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AS
Aaron Stern
Colleague at Main Street ResearchSausalito, California, United States
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SH
Stephanie Hawk
Colleague at Main Street ResearchSan Francisco Bay Area, United States
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DA
Dana Armstrong
Colleague at Main Street ResearchContact Info, United States
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CN
Catherine Nadeau
Colleague at Main Street ResearchIsle Of Palms, South Carolina, United States
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WB
Wiktoria Baran
Colleague at Main Street ResearchNew York, United States
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Natalie Mcmahon
Colleague at Main Street ResearchSausalito, California, United States
View →
MN
Matthew Northrop, Cfp®
Colleague at Main Street ResearchFairfield, Connecticut, United States
View →
PS
Peter Sawch
Colleague at Main Street ResearchStamford, Connecticut, United States
View →
EB
Elizabeth Baldassari
Colleague at Main Street ResearchSan Francisco Bay Area, United States
View →
JM
Jonathan Magee
Colleague at Main Street ResearchIreland
View →
AS
Aaron Stern
Colleague at Main Street ResearchSausalito, California, United States
View →
SH
Stephanie Hawk
Colleague at Main Street ResearchSan Francisco Bay Area, United States
View →
DA
Dana Armstrong
Colleague at Main Street ResearchContact Info, United States
View →
CN
Catherine Nadeau
Colleague at Main Street ResearchIsle Of Palms, South Carolina, United States
View →
WB
Wiktoria Baran
Colleague at Main Street ResearchNew York, United States
View →
1 education record
Jacob Margo education
FAQ
Frequently asked questions about Jacob Margo
Quick answers generated from the profile data available on this page.
What company does Jacob Margo work for?
Jacob Margo works for Main Street Research.
What is Jacob Margo's role at Main Street Research?
Jacob Margo is listed as Private Client Advisor at Main Street Research.
What is Jacob Margo's email address?
AeroLeads has found 1 work email signal at @ms-research.com for Jacob Margo at Main Street Research.
Where is Jacob Margo based?
Jacob Margo is based in Sausalito, California, United States while working with Main Street Research.
What companies has Jacob Margo worked for?
Jacob Margo has worked for Main Street Research, Fisher Investments, Jp Morgan Securities Llc, Merrill Lynch, and Bankers Life.
Who are Jacob Margo's colleagues at Main Street Research?
Jacob Margo's colleagues at Main Street Research include Natalie Mcmahon, Matthew Northrop, Cfp®, Peter Sawch, Elizabeth Baldassari, and Jonathan Magee.
How can I contact Jacob Margo?
You can use AeroLeads to view verified contact signals for Jacob Margo at Main Street Research, including work email, phone, and LinkedIn data when available.
What schools did Jacob Margo attend?
Jacob Margo holds Bachelor Of Science (B.S.), Business Administration from San Francisco State University, Lam Family College Of Business.
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