Jason Sheldon Close
Fondateur chez Motive Wealth Advisors LLC
Postes actifs de Jason Sheldon Close
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Motive Wealth Advisors LLC
 Motive Wealth Advisors LLC Investment ManagersFinance Motive Wealth Advisors LLC (Motive) is an independent registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was co-founded by Jim Niedzinski and Jay Close in 2020. Motive offers discretionary investment management, financial planning, and investment advisory services to high net worth individuals and families. | Fondateur | 01/01/2020 | - |
| Gestionnaire de Portefeuille-Actions | 01/01/2020 | - |
Historique de carrière de Jason Sheldon Close
Anciens postes connus de Jason Sheldon Close
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Planning Alternatives Ltd.
 Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities. | Membre du Comité d'Investissement | 01/08/2014 | 17/05/2016 |
| Director of Investments | 01/08/2014 | 17/05/2016 | |
| Gestionnaire de Portefeuille-Actions | 01/08/2014 | 17/05/2016 | |
Capelli Financial Services, Inc.
 Capelli Financial Services, Inc. Investment ManagersFinance Founded by Marilyn Capelli Dimitroff, Capelli Financial Services, Inc. is a registered investment advisor located in Bloomfield Hills, Michigan. | Membre du Comité d'Investissement | 01/01/2006 | - |
| Gestionnaire de Portefeuille-Actions | 23/03/2012 | - | |
| Portfolio Manager-Fixed Income | 01/01/2006 | - |
Formation de Jason Sheldon Close
| Western Michigan University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Portfolio Manager-Equities | 3 |
| Investment Committee Member | 2 |
| Portfolio Manager-Fixed Income | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Capelli Financial Services, Inc.
Capelli Financial Services, Inc. Investment ManagersFinance Founded by Marilyn Capelli Dimitroff, Capelli Financial Services, Inc. is a registered investment advisor located in Bloomfield Hills, Michigan. | Finance |
Planning Alternatives Ltd.
Planning Alternatives Ltd. Investment ManagersFinance Planning Alternatives Ltd. is an independent registered investment adviser headquartered in Birmingham, Michigan. The firm was founded in 1982 by Edwin Shaw and William Vanover. Planning Alternatives provides investment management and financial planning services to high net worth individuals, individuals, pension and profit-sharing plans, trusts and estates, charitable institutions, foundations, corporations and other business entities. | Finance |
Motive Wealth Advisors LLC
Motive Wealth Advisors LLC Investment ManagersFinance Motive Wealth Advisors LLC (Motive) is an independent registered investment advisor and wealth management firm headquartered in Birmingham, Michigan. The firm was co-founded by Jim Niedzinski and Jay Close in 2020. Motive offers discretionary investment management, financial planning, and investment advisory services to high net worth individuals and families. | Finance |
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