MichaelT. Jobe- Financial Advisor Arlington, VA

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About Michael T. Jobe

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 Arlington, VA.

See Disclosures

General Information

Firm Start Year

2020

No. of Employees

automated call

CRD#

5179276

Firm CRD#

309793

Insurance License#

16853750

Name of Custodial Firm

Charles Schwab & Co., Inc.

States Licensed in

DC, MD, VA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

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

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

125,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

125,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

25,000

Compensation Methods

Based on Assets

Fee % Based on Assets

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
01/01/2006 -12/31/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals to Glover Park Wealth Management, LLC.

Form ADV Part 2A-2B Disclosure

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889567/paladinregistry-Glover-Park-Wealth-Management,-LLC-detailed-disclosure.html

Disclaimer

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.

Paladin Advisors

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Paladin Research Report For:

Michael T. Jobe

Glover Park Wealth Management, LLC