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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst16 years in industry

JASON SHELDON CLOSE

Advisor at MOTIVE WEALTH ADVISORS, LLC

BIRMINGHAM, MI

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Search this name across graphsid dfx:ria:49b4c1fd-33c1-ca2e-9814-76d800958796

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOTIVE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner|Chartered Financial Analyst
First registration: Feb 9, 2010
Dual registered: no
Other names: JAY CLOSE
IAPD individual key: 5013652

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOTIVE WEALTH ADVISORS, LLC	Independent wealth	Apr 18, 2021	n/a	yes	BIRMINGHAM, MI	Current employment
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Independent wealth	Mar 14, 2020	Apr 16, 2021	no	PORTLAND, OR\|BIRMINGHAM, MI	Previous registration
WEALTHCARE ADVISORS, LLC	Former SEC adviser	Aug 20, 2014	May 17, 2016	no	BLOOMFIELD HILLS, MI	Previous registration
PLANNING ALTERNATIVES LTD	Independent wealth	Oct 14, 2013	May 17, 2016	no	BLOOMFIELD HILLS, MI	Previous registration
CAPELLI FINANCIAL SERVICES INC	Former SEC adviser	Feb 9, 2010	Oct 18, 2013	no	BLOOMFIELD HILLS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	MOTIVE WEALTH ADVISORS, LLC	Apr 16, 2021	Apr 18, 2021	2	Firm change	RIA to new firm
PLANNING ALTERNATIVES LTD	WEALTHCARE ADVISORS, LLC	May 17, 2016	Aug 20, 2014	-636	Firm change after gap	Other
WEALTHCARE ADVISORS, LLC	TRU INDEPENDENCE ASSET MANAGEMENT, LLC	May 17, 2016	Mar 14, 2020	1,397	Firm change after gap	Other
CAPELLI FINANCIAL SERVICES INC	PLANNING ALTERNATIVES LTD	Oct 18, 2013	Oct 14, 2013	-4	Firm change	Other

Relationships

Registered with (5)

→ MOTIVE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Apr 18, 2021 to presentfactForm ADV
→ TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 14, 2020 to Apr 16, 2021factForm ADV
→ PLANNING ALTERNATIVES LTDRegistered adviserregistration: previous registration
Oct 14, 2013 to May 17, 2016factForm ADV
→ WEALTHCARE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 20, 2014 to May 17, 2016factForm ADV
→ CAPELLI FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Feb 9, 2010 to Oct 18, 2013factForm ADV

Dated events

No dated event names this entity yet.