Jason Sheldon Close
Oprichter bij Motive Wealth Advisors LLC
Actieve functies van Jason Sheldon Close
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Oprichter | 01-01-2020 | - |
| Portefeuillebeheerder-Aandelen | 01-01-2020 | - |
Loopbaan van Jason Sheldon Close
Eerdere bekende functies van Jason Sheldon Close
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Lid van de Investeringscommissie | 01-08-2014 | 17-05-2016 |
| Director of Investments | 01-08-2014 | 17-05-2016 | |
| Portefeuillebeheerder-Aandelen | 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. | Lid van de Investeringscommissie | 01-01-2006 | - |
| Portefeuillebeheerder-Aandelen | 23-03-2012 | - | |
| Portfolio Manager-Fixed Income | 01-01-2006 | - |
Opleiding van Jason Sheldon Close
| Western Michigan University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Portfolio Manager-Equities | 3 |
| Investment Committee Member | 2 |
| Portfolio Manager-Fixed Income | 1 |
Sectoraal
| Finance | 4 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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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