Jason Sheldon Close
Investment adviser representative at Motive Wealth Advisors, LLC
13 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$362.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Motive Wealth Advisors, LLCApr 2021 to now
- Tru Independence Asset Management, LLCMar 2020 to Apr 2021
- Wealthcare Advisors, LLCAug 2014 to Mar 2020
- Planning Alternatives Ltd.Oct 2013 to Mar 2020
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Motive Wealth Advisors, LLC
$362.6MAssets managed
88Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5013652
- Firm CRD
- 312303