Michael T. Jobe
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 Arlington, VA. 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.
We are a registered investment advisory firm located in Arlington, VA.
2020
1 Employee
16853750
Charles Schwab & Co., Inc.
SEC Registered Investment Adviser (RIA) - Can work with clients in all 50 states
Washington, D.C., Arlington VA, Alexandria VA, Falls Church VA, Great Falls VA, Mclean VA
5
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
Businesses, Non-Profit Organizations, Individual Investors
Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Options & Futures, Alternative Investments, Mutual Funds
Email, Your Office, Phone, Video Conference, Your Home
Fee-Based
25,000
Based on Assets
1%
$300
$500
$300
100
1
100
145,000,000
100
100
145,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals to Glover Park Wealth Management, LLC.
Form ADV Part 2A-2B Disclosure
Additional Detailed Disclosures
Glover Park Wealth Management, LLC ("Glover Park") is an SEC Registered Investment Advisor ("RIA"), located in Arlington, 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.
