Jacob Margo
Main Street Research · Lakeville, Connecticut
Jacob Margo is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut. Jacob charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning and family wealth transfer.
Request an introduction to Jacob →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Main Street Research |
|---|---|
| Based in | Lakeville, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Works virtually | Yes |
| Assets under management | $2.68B across 3,017 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6112980 |
| Exams passed | Series 66 (2014) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.ms-research.com |
Request an introduction to Jacob
Tell Jacob a little about what you're looking for. Jacob isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jacob
Is Jacob Margo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Main Street Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob charges a percentage of assets.
How much does Jacob charge?
According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Does Jacob work with clients virtually?
Yes. Main Street Research says on its website that it works with clients remotely.
Where is Jacob Margo based?
Jacob Margo is based in Lakeville, Connecticut.
What does Jacob specialize in?
Jacob's specialties include estate & legacy planning and family wealth transfer. Jacob works with multi-generational families.
Is Jacob Margo registered with the SEC?
Yes. Jacob Margo is registered as an investment adviser representative in CA (CRD 6112980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Research manage?
Main Street Research reports $2.68B across 3,017 accounts in assets under management.
How do I contact Jacob Margo?
Through Jacob's website, www.ms-research.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Main Street Research website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.