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Jason Sheldon Close

Investment Adviser Representative at MOTIVE WEALTH ADVISORS, LLC

Birmingham, MICRD #5013652Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
3 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
FloridaMichiganTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Account minimum: $5,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Motive Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MOTIVE WEALTH ADVISORS, LLCCurrent
4/18/2021 – Birmingham, MI
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
3/14/2020 – 4/16/2021Birmingham, MI
WEALTHCARE ADVISORS, LLC
8/20/2014 – 5/17/2016Bloomfield Hills, MI
PLANNING ALTERNATIVES LTD
10/14/2013 – 5/17/2016Bloomfield Hills, MI
CAPELLI FINANCIAL SERVICES INC
2/9/2010 – 10/18/2013Bloomfield Hills, MI

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MOTIVE WEALTH ADVISORS, LLC

2 other advisors in the directory

Jane Alexis Lowry
Investment Adviser Representative
Investment Adviser Rep
James Conrad Niedzinski
Investment Adviser Representative
Dual-registered
View MOTIVE WEALTH ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Sheldon Close has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.