Unclaimed Profile

Jason Sheldon Close

MOTIVE WEALTH ADVISORS, LLC·BIRMINGHAM, Michigan

Clean record16 years registeredMOTIVE WEALTH ADVISORS, LLC

525 W. MERRILL ST., BIRMINGHAM, MI 48009CRD# 5013652Firm CRD# 312303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Sheldon Close · BIRMINGHAM, MI

Registration

CRD #5013652 · MOTIVE WEALTH ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

MOTIVE WEALTH ADVISORS, LLC

Apr 2021 – present

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

Mar 2020 – Apr 2021

BIRMINGHAM, MI

WEALTHCARE ADVISORS, LLC

Aug 2014 – May 2016

BLOOMFIELD HILLS, MI

PLANNING ALTERNATIVES LTD

Oct 2013 – May 2016

BLOOMFIELD HILLS, MI

CAPELLI FINANCIAL SERVICES INC

Feb 2010 – Oct 2013

BLOOMFIELD HILLS, MI

Registrations & Exams

Registration record

First registered · February 9, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOTIVE WEALTH ADVISORS, LLC

CRD 312303 · SEC 801-120495

AUM

$279M

Regulatory assets under management

Employees

359 client accounts

Services offered by MOTIVE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOTIVE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Sheldon Close offer?

Jason Sheldon Close specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are Jason Sheldon Close's credentials?

Jason Sheldon Close is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Sheldon Close located?

Jason Sheldon Close is based in BIRMINGHAM, Michigan, working with MOTIVE WEALTH ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Jason Sheldon Close charge for services?

Jason Sheldon Close's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOTIVE WEALTH ADVISORS, LLC?

MOTIVE WEALTH ADVISORS, LLC has approximately 4 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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