MJ
Michael T. Jobe
GLOVER PARK WEALTH MANAGEMENT
ARLINGTON, VA 22203
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CRD#: 5179276
MJ
Professional summary
Michael T Jobe is a registered financial advisor currently at GLOVER PARK WEALTH MANAGEMENT, LLC located in Arlington, Virginia.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) AWESOMESEATING.COM. 4040 WILSON BOULEVARD, APARTMENT 1316, ARLINGTON, VA 222O3; SOLE PROPRIETORSHIP - ONLINE TICKET SALES; START DATE 1/1/2000. 5 hours per week. 2) Insurance Recommendations. Non-Advisory; Licensed insurance professional; 4201 Wilson Boulevard, 3rd Floor, Suite 27, Arlington, VA 222O3; Less 5% of business time on insurance referrals.
CRS (Client Relationship Summary) - RIA
Click below to view Michael T Jobe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 13, 2020 - Present
GLOVER PARK WEALTH MANAGEMENT, LLC
Office #1: 4201 Wilson Boulevard 3rd Floor, Suite 27, Arlington, VA 22203RIA
CRD#: 309793
ARLINGTON, VA
Past
October 10, 2012 - August 18, 2020
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BETHESDA, MD
Past
September 12, 2012 - August 18, 2020
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BETHESDA, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GP
GLOVER PARK WEALTH MANAGEMENT, LLC
GLOVER PARK WEALTH MANAGEMENT LLC | GLOVER PARK WEALTH MANAGEMENT, LLC
CRD#: 309793 / SEC#: 801-132110
RIA
Registered Investment Advisory firm - (3/6/2025 Approved)District of Columbia
Registered Investment Advisory firm - (3/27/2025 Terminated)Maryland
Registered Investment Advisory firm - (4/29/2025 Terminated)Virginia
Registered Investment Advisory firm - (3/28/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(11/16/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GP
GLOVER PARK WEALTH MANAGEMENT, LLC
GLOVER PARK WEALTH MANAGEMENT LLC | GLOVER PARK WEALTH MANAGEMENT, LLC
CRD#: 309793 / SEC#: 801-132110
RIA
Registered Investment Advisory firm - (3/6/2025 Approved)District of Columbia
Registered Investment Advisory firm - (3/27/2025 Terminated)Maryland
Registered Investment Advisory firm - (4/29/2025 Terminated)Virginia
Registered Investment Advisory firm - (3/28/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4201 Wilson Boulevard 3rd Floor, Suite 27, Arlington, VA 22203
Mailing Address
4201 Wilson Boulevard 3rd Floor, Arlington, VA 22203
Phone number
(202) 926-3636
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 307 |
| AUM (Assets Under Management) | $ 119,786,589 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
