Jason Sheldon Close
Fondateur chez Motive Wealth Advisors LLC
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Stacy Leigh Sizemore | F | - |
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. | - |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Andrew J. van Doren | M | 75 |
Western Michigan University
| 4 ans |
| Brian Don Kessler | M | - |
Western Michigan University
| 2 ans |
| Dana Peznowski | F | - |
Western Michigan University
| 2 ans |
| Yow Seng Leong | M | 53 |
Western Michigan University
| 2 ans |
| Steve Lula | M | - |
Western Michigan University
| 4 ans |
| Mun Hoow Kan | M | 44 |
Western Michigan University
| 4 ans |
| Justin Kates | M | 42 |
Western Michigan University
| 4 ans |
| Andrew Michael DeFran | M | - |
Western Michigan University
| 7 ans |
| Troy M. Cowdrey | M | - |
Western Michigan University
| 4 ans |
| Mark Edward Fleming | M | - |
Western Michigan University
| 4 ans |
| Blake Graves | M | - |
Western Michigan University
| 4 ans |
| Evelyn Nell MacIntyre | F | - |
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. | 3 ans |
| Prem Bodagala | M | - |
Western Michigan University
| - |
| Jessica Sonday | F | - |
Western Michigan University
| 4 ans |
| David Levett | M | - |
Western Michigan University
| 4 ans |
| Nick Miles | M | - |
Western Michigan University
| 4 ans |
| Jen O'Connor | F | - |
Western Michigan University
| 4 ans |
| Matt Hamm | M | - |
Western Michigan University
| 4 ans |
| Jessica J. Ellis | F | - |
Western Michigan University
| 4 ans |
| Justin Barringer | M | - |
Western Michigan University
| 4 ans |
| Rui Long Zhu | M | 47 |
Western Michigan University
| 2 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 22 | 100,00% |
Age des relations
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Passées
Homme
Femme
Administrateurs
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Provenance des relations
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- Jason Sheldon Close
- Réseau Personnel
