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Jason Sheldon Close

Co-Founder & CcoMotive Wealth Advisors, LLCCRD 5013652

About Jason Sheldon Close

Jason Sheldon Close is listed as Co-Founder & Cco at Motive Wealth Advisors, LLC in Birmingham, MI. Form ADV reports a beneficial ownership band of Under 5%. Jason Sheldon Close is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Motive Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason Sheldon Close work?

Jason Sheldon Close is listed as Co-Founder & Cco at Motive Wealth Advisors, LLC on SEC Form ADV.

How much of Motive Wealth Advisors, LLC does Jason Sheldon Close own?

Form ADV reports a beneficial ownership band of Under 5%.

Motive Wealth Advisors, LLC

TitleCo-Founder & Cco
OwnershipUnder 5%
Control personYes
Since2021
View Motive Wealth Advisors, LLC →

Motive Wealth Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2020
View Motive Wealth Advisors, LLC →