Jason Sheldon Close

Employer firm

Motive Wealth Advisors, LLC CRD 312303

$363M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 03/2020
  Planning Alternatives Ltd.
  Bloomfield Hills, MI
• 08/2014 → 03/2020
  Wealthcare Advisors, Llc
  Bloomfield Hills, MI
• 03/2020 → 04/2021
  Tru Independence Asset Management, Llc
  Portland, OR
• 04/2021 → Present
  Motive Wealth Advisors, Llc
  Birmingham, MI

Previous Registrations

• 2020-03-14 → 2021-04-16
  Tru Independence Asset Management, Llc
  Birmingham, MI
  Portland, OR
• 2013-10-14 → 2016-05-17
  Planning Alternatives Ltd
  Bloomfield Hills, MI
• 2014-08-20 → 2016-05-17
  Wealthcare Advisors, Llc
  Bloomfield Hills, MI
• 2010-02-09 → 2013-10-18
  Capelli Financial Services Inc
  Bloomfield Hills, MI

Other Businesses

1. ENTITY NAME: JC NIEDZINSKI LLC; INVESTMENT RELATED: YES; ADDRESS: BIRMINGHAM, MI; NATURE OF THE OTHER BUSINESS: AFFILIATE OF MOTIVE WEALTH ADVISORS; POSITION/TITLE/RELATIONSHIP: MANAGER; START DATE: 6/1/2020; APPROXIMATE # OF HOURS A MONTH: 0; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: ADMINISTRATIVE; CONTINGENT FINANCIAL MANAGEMENT. 2. ENTITY NAME: JS CLOSE LLC; INVESTMENT RELATED: YES; ADDRESS: BIRMINGHAM, MI; NATURE OF THE OTHER BUSINESS: AFFILIATE OF MOTIVE WEALTH ADVISORS; POSITION/TITLE/RELATIONSHIP: SOLE-MEMBER; START DATE: 6/1/2020; APPROXIMATE # OF HOURS A MONTH: 0; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: ADMINISTRATIVE; FINANCIAL MANAGEMENT.

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jay Close