wiseradvisor

Michael T. Jobe
Glover Park Wealth Management, LLC

Tel: 202-926-3636 Ext. 101
4100 W Street N.W. 213
Washington, DC 20007

Build. Grow. Protect.

Glover Park Wealth Management, LLC | Financial Advisor in Washington ,DC

About Glover Park Wealth Management, LLC

Glover Park Wealth Management, LLC was founded to build, grow and protect the assets of our clients. We provide wealth management and asset management services for individuals and institutions.

We are a registered investment advisory firm located in Glover Park, Washington, D.C.


General Information

Firm Start Year:   2020
No.of Employees:   1
Insurance License#:   16853750
Name of Custodial Firm:   Charles Schwab & Co., Inc.
States Licensed in:   DC, MD, VA
Number of Years with Current Firm:   1
Work Experience:   Principal and Chief Compliance Officer, Glover Park Wealth Management, LLC - 08/2020 to Present

Account Vice President, UBS Financial Services, Inc. - 03/2018 to 08/2020

Financial Advisor, UBS Financial Services Inc. - 06/2012 to 02/2018
I work with the following types of clients:   Non-Profit Organizations, Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks
I can meet clients in the following ways:   At your home, Video Conference, Via Email, Via Phone, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Life


Firm Information

Firm's Number of Clients:   80
Firm's Number of Planning Clients:   2
Firm's Number of Managed Clients:   79
Assets Managed by Firm:   18,300,000
Advisor's Number of Clients:   80
Advisor's Number of Managed Clients:   79
Advisor's Number of Planning Clients:   2
Assets Managed by Advisor:   $18,300,000


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   200,000
Fee % Based on Assets:   1% - 1.25%
Hourly Rate:   $300
Minimum Fee Charged for Managed Accounts:   $500
Minimum Fee Charged for Hourly Planning Accounts:   $300


Education

B.S. Finance - Finance  University of Maryland - College Park
01/01/2006-12/31/2008




Disclaimer

https://adviserinfo.sec.gov/firm/summary/309793

Michael T. Jobe

Michael T. Jobe

Michael T. Jobe founded Glover Park Wealth Management, LLC with the goal of bringing independent and objective wealth management advice to our clients.

In 2012 Michael joined the wealth management division of UBS and was promoted in 2018 to Account Vice President.

Michael earned his B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park, MD.

Currently, Michael lives in Glover Park, Washington, DC. He enjoys spending time with his family, working out and playing golf. Michael is passionate about working with clients to build, grow and protect their wealth.

Communities Served

Washington D.C.
Bethesda MD
Potomac MD Arlington VA
Alexandria VA Falls Church VA
Great Falls VA Mclean VA

Compensation Arrangements

Check Bank Transfer

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