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Michael T Jobe

Glover Park Wealth Management, LLC

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About Michael T Jobe

Michael Jobe is a registered investment advisor representative with Glover Park Wealth Management, LLC. Michael is also a licensed insurance professional. Michael Jobe has been in the financial services industry since 2012. Michael is registered with the state of Virginia, Maryland, and the District of Columbia. Michael Jobe has a Series 66, Series 7 and SIE. Michael Jobe specializes in portfolio management for individuals and businesses, financial planning and pension consulting.

Firm Information

Michael Jobe is currently registered with Glover Park Wealth Management, LLC. Glover Park Wealth Management, LLC is a financial advisor with 1 licensed agent and 1 investment advisor representative. They manage $119,786,589 in assets, primarily for high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. They offer financial planning, portfolio management for individuals and businesses, and pension consulting services.

$119.79M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Jobe’s Registration & Firm History

VA

11/16/2020 - Present

Glover Park Wealth Management, LLC (ARLINGTON VA)

MD

09/12/2012 - 08/18/2020

UBS FINANCIAL SERVICES INC. (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 10/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael T Jobe.
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