Jason Sheldon Close
Fundador en Motive Wealth Advisors LLC .
Cargos activos de Jason Sheldon Close
| Empresas | Cargo | Inicio | 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. | Fundador | 01/01/2020 | - |
| Gestor de Cartera-Acciones | 01/01/2020 | - |
Historial de carrera de Jason Sheldon Close
Antiguos cargos conocidos de Jason Sheldon Close.
| Empresas | Cargo | Inicio | 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. | Miembro del Comité de Inversión | 01/08/2014 | 17/05/2016 |
| Director of Investments | 01/08/2014 | 17/05/2016 | |
| Gestor de Cartera-Acciones | 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. | Miembro del Comité de Inversión | 01/01/2006 | - |
| Gestor de Cartera-Acciones | 23/03/2012 | - | |
| Portfolio Manager-Fixed Income | 01/01/2006 | - |
Formación de Jason Sheldon Close.
| Western Michigan University | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 5 |
Operativa
| Portfolio Manager-Equities | 3 |
| Investment Committee Member | 2 |
| Portfolio Manager-Fixed Income | 1 |
Sectorial
| Finance | 4 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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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