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
| Title | Co-Founder & Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Motive Wealth Advisors, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |