Michael, T. Jobe
Glover Park Wealth Management, LLC
4201 Wilson Blvd3rd Floor
Arlington, VA 22203
2029263725
About Glover Park Wealth Management, LLC
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.
See Disclosures
General Information
Firm Start Year
2020
No. of Employees
1
automated call
Yes
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
12
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
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
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 Businesses, Financial Planning for Individuals
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
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
Securities Licenses
Series 66
Firm Information
Firm's Number of Clients
100
Firm's Number of Planning Clients
1
Firm's Number of Managed Clients
100
Assets Managed by Firm
120,000,000
Advisor's Number of Clients
100
Advisor's Number of Managed Clients
100
Advisor's Number of Planning Clients
1
Assets Managed by Advisor
120,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
50,000
Compensation Methods
Based on Assets
Fee % Based on Assets
1%
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
Form ADV Part 2A-2B Disclosure
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1889567/financialplanners-Glover-Park-Wealth-Management,-LLC-detailed-disclosure.html
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.