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.
|Firm Start Year:||2020|
|Name of Custodial Firm:||Charles Schwab & Co., Inc.|
|States Licensed in:||DC, MD, VA|
|Number of Years with Current Firm:||1|
Principal & Chief Investment 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|
|Advisory Services Provided:||Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities|
|Investment Types:||Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Options & Futures, Stocks|
|I can meet clients in the following ways:||Via Email, Via Phone, At your home, Video Conference, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Long Term Care|
|Firm's Number of Clients:||80|
|Firm's Number of Planning Clients:||2|
|Firm's Number of Managed Clients:||79|
|Assets Managed by Firm:||20,000,000|
|Advisor's Number of Clients:||80|
|Advisor's Number of Managed Clients:||79|
|Advisor's Number of Planning Clients:||2|
|Assets Managed by Advisor:||20,000,000|
|Registered Investment Advisor:||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
|Minimum Portfolio Size for New Managed Accounts:||100,000|
|Fee % Based on Assets:||1% - 1.25%|
|Minimum Fee Charged for Managed Accounts:||$500|
|Minimum Fee Charged for Hourly Planning Accounts:||$300|
|B.S. Finance - Finance||
University of Maryland - College Park
Glover Park Wealth Management, LLC ("Glover Park") is a Registered Investment Advisor ("RIA"), located in Washington, D.C. Glover Park is registered in Washington D.C., Maryland and Virginia. Glover Park conducts business in other states pursuant to regulatory exemption in these states. Glover Park will maintain all applicable registration and licenses as required by the various states in which Glover Park conducts business, as applicable. Glover Park renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Glover Park will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at Form ADV Part 2A-2B Disclosure or you may contact us to request a free copy via PDF or hardcopy.
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.
|Sun.||12:30 PM - 4:00 PM|
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||12:30 PM - 4:00 PM|
|Potomac MD||Arlington VA|
|Alexandria VA||Falls Church VA|
|Great Falls VA||Mclean VA|