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
Individual Investors, Non-Profit Organizations, Businesses
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Options & Futures
Yes
Phone, Your Home, Email, Your Office, Video Conference
Fee-Based
25,000
Based on Assets
1%
$300
$500
$300
100
1
100
145,000,000
100
100
145,000,000
Form ADV Part 2A-2B Disclosure
Additional Detailed Disclosures
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.
