Jason S. Close

MOTIVE WEALTH ADVISORS

Birmingham, MI 48009

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CRD#: 5013652

Professional summary

Jason Sheldon Close, CFP®, who also goes by Jay Close, is a registered financial advisor currently at MOTIVE WEALTH ADVISORS, LLC located in Birmingham, Michigan.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 5 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Close

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Sheldon Close's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

April 18, 2021 - Present

MOTIVE WEALTH ADVISORS, LLC

Office #1: 525 W. Merrill St., Birmingham, MI 48009

RIA

CRD#: 312303

Birmingham, MI

Past

March 14, 2020 - April 16, 2021

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA

CRD#: 168256

BIRMINGHAM, MI

Past

August 20, 2014 - May 17, 2016

WEALTHCARE ADVISORS, LLC

RIA

CRD#: 159835

BLOOMFIELD HILLS, MI

Past

October 14, 2013 - May 17, 2016

PLANNING ALTERNATIVES LTD

RIA

CRD#: 110268

BLOOMFIELD HILLS, MI

Past

February 9, 2010 - October 18, 2013

CAPELLI FINANCIAL SERVICES INC

RIA

CRD#: 106610

BLOOMFIELD HILLS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOTIVE WEALTH ADVISORS, LLC

CRD#: 312303 / SEC#: 801-120495

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/23/2024)

IAR

Michigan
(4/18/2021)

IAR

Texas
(8/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MOTIVE WEALTH ADVISORS, LLC

CRD#: 312303 / SEC#: 801-120495

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

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Contact information

Main Address

525 W. Merrill St., Birmingham, MI 48009

Mailing Address

Phone number

(248) 987-5731

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-29 MOTIVE WEALTH ADVISORS FORM ADV PART 2A (9/29/2025)

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 317,822,077

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason S. Close

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Sheldon Close's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOTIVE WEALTH ADVISORS, LLC

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

WEALTHCARE ADVISORS, LLC

PLANNING ALTERNATIVES LTD

CAPELLI FINANCIAL SERVICES INC

Primary Firm SEC Registration

MOTIVE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

MOTIVE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOTIVE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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