seller-profile

Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007

202-926-3636

Connect with Michael

General Information

Firm Start Year

2020

No.of Employees

1

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

9

Number of Years with Current Firm

1

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

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

Chief Investment Officer

Securities Licenses

Series 66

Insurance and Annuity Licenses

Life, Long Term Care

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

$21,700,000

Advisor's Number of Clients

80

Advisor's Number of Managed Clients

79

Advisor's Number of Planning Clients

2

Assets Managed by Advisor

$21,700,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100,000

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
01/01/2006 - 12/31/2008

Disclaimer

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.