# JASON SHELDON CLOSE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MOTIVE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/312303) | 2021-04-18 | present | Yes |
| [TRU INDEPENDENCE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/168256) | 2020-03-14 | 2021-04-16 | — |
| [WEALTHCARE ADVISORS, LLC](https://search.stillhousedata.com/firm/159835) | 2014-08-20 | 2016-05-17 | — |
| [PLANNING ALTERNATIVES LTD](https://search.stillhousedata.com/firm/110268) | 2013-10-14 | 2016-05-17 | — |
| [CAPELLI FINANCIAL SERVICES INC](https://search.stillhousedata.com/firm/106610) | 2010-02-09 | 2013-10-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5013652)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5013652.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.