Profile
Mr. Jason S.
Close, CFA, is a Co-Founder at Motive Wealth Advisors LLC.
He directs firm investment strategy and oversees the management of our client's portfolios.
He creates custom investment solutions that are mosaics of our client's needs and values, insights from independent research sources, and our best ideas.
Since 2006, he has been serving wealthy families as a fiduciary, managing their investments within the context of coordinated financial plans.
His previously managed client portfolios totaling over $1 billion as the Director of Investments of a privately held wealth management firm.
Before Motive, he served as a Senior Portfolio Manager in the Private Asset Management division of a Fortune 100 financial services firm.
Based in Ann Arbor, his practice focused on serving the needs of high net worth faculty and physicians at The University of Michigan.
He is a CFA charterholder and CERTIFIED FINANCIAL PLANNER professional.
He graduated magna cum laude from Western Michigan University with a major in Personal Financial Planning.
Jason Sheldon Close active positions
| Companies | Position | Start |
|---|---|---|
Motive Wealth Advisors LLC
 Motive Wealth Advisors LLC Investment ManagersFinance Motive Wealth Advisors LLC (Motive) is an independent registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was co-founded by Jim Niedzinski and Jay Close in 2020. Motive offers discretionary investment management, financial planning, and investment advisory services to high net worth individuals and families. | Founder | 2019-12-31 |
Former positions of Jason Sheldon Close
| Companies | Position | End |
|---|---|---|
Planning Alternatives Ltd.
 Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities. | Director of Investments | 2016-05-16 |
Capelli Financial Services, Inc.
 Capelli Financial Services, Inc. Investment ManagersFinance Founded by Marilyn Capelli Dimitroff, Capelli Financial Services, Inc. is a registered investment advisor located in Bloomfield Hills, Michigan. | Investment Committee Member | - |
Training of Jason Sheldon Close
| Western Michigan University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Capelli Financial Services, Inc.
Capelli Financial Services, Inc. Investment ManagersFinance Founded by Marilyn Capelli Dimitroff, Capelli Financial Services, Inc. is a registered investment advisor located in Bloomfield Hills, Michigan. | Finance |
Planning Alternatives Ltd.
Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities. | Finance |
Motive Wealth Advisors LLC
Motive Wealth Advisors LLC Investment ManagersFinance Motive Wealth Advisors LLC (Motive) is an independent registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was co-founded by Jim Niedzinski and Jay Close in 2020. Motive offers discretionary investment management, financial planning, and investment advisory services to high net worth individuals and families. | Finance |
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