Jason Sheldon Close

Mr. Jason S.
Close, CFA, is a Co-Founder at Motive Wealth Advisors LLC.
He directs firm investment strategy and oversees the management of our client's portfolios.
He creates custom investment solutions that are mosaics of our client's needs and values, insights from independent research sources, and our best ideas.
Since 2006, he has been serving wealthy families as a fiduciary, managing their investments within the context of coordinated financial plans.
His previously managed client portfolios totaling over $1 billion as the Director of Investments of a privately held wealth management firm.
Before Motive, he served as a Senior Portfolio Manager in the Private Asset Management division of a Fortune 100 financial services firm.
Based in Ann Arbor, his practice focused on serving the needs of high net worth faculty and physicians at The University of Michigan.
He is a CFA charterholder and CERTIFIED FINANCIAL PLANNER professional.
He graduated magna cum laude from Western Michigan University with a major in Personal Financial Planning.