Jacob Lionel Margo is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with MAIN STREET RESEARCH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MAIN STREET RESEARCH LLC | 2021-10-15 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2017-11-15 | 2021-08-17 | — |
| J.P. MORGAN SECURITIES LLC | 2015-07-24 | 2017-11-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-07-24 | 2015-06-26 | — |