Jeffrey Neil Margolis
Investment Adviser Representative at Choreo Partner Alliance, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Neil Margolis is an investment adviser representative with Choreo Partner Alliance, LLC in Seattle, WA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in 13 states.
Registrations & licenses
- Investment adviser:
- California, Colorado, District of Columbia, Florida, Kentucky, Massachusetts, Michigan, Nevada, North Carolina, South Dakota, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- OwlcamSep 2016 – Jan 2017Palo Alto, CA
- MicrosoftMar 2017 – Jul 2022Redmond, WA
- GoogleAug 2022 – Jun 2024Seattle, WA
- MetaJun 2024 – no end date reportedSeattle, WA
- Choreo Partner Alliance, LLCApr 2026 – no end date reportedSeattle, WA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Choreo Partner Alliance, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Seattle, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Neil Margolis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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