JASON SHELDON CLOSE is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with MOTIVE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MOTIVE WEALTH ADVISORS, LLC | 2021-04-18 | present | Yes |
| TRU INDEPENDENCE ASSET MANAGEMENT, LLC | 2020-03-14 | 2021-04-16 | — |
| WEALTHCARE ADVISORS, LLC | 2014-08-20 | 2016-05-17 | — |
| PLANNING ALTERNATIVES LTD | 2013-10-14 | 2016-05-17 | — |
| CAPELLI FINANCIAL SERVICES INC | 2010-02-09 | 2013-10-18 | — |