Jacob Margo brings years of experience in investment management and wealth planning to provide clients with the tools they need to achieve their long-term goals. As a tenured member of our Advisory team, Jacob continually evaluates solutions to best serve our clients. He takes pride in acting as a fiduciary while working closely with each client to ensure their objectives are met.

Jacob’s previous experience includes client advisory positions at Merrill Lynch Wealth Management, JP Morgan Chase and Co., and Fisher Investments. While in these roles, Jacob worked with high-net-worth investors to create solutions for retirement, college, estate, and long-term care planning. He graduated from San Francisco State University’s Lam Family College of Business with a Bachelor of Science (BS) in Business Administration. He also holds the Series 66 securities license and is a Certified Estate Planner (CEP®).

When not working, Jacob enjoys volunteering, playing chess, and spending time outdoors playing tennis and hiking. He is also an avid reader, his favorite book being Hermann Hesse’s Siddhartha. Jacob is based out of our headquarters in Sausalito, CA.