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@motivewa.com
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1 phone found area 248
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LinkedIn matched
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Jay Close, Cfa, Cfp® is listed as CO-FOUNDER | motivewealth.com at Motive Wealth Advisors, a company with 2 employees, based in Birmingham, Michigan, United States. AeroLeads shows a work email signal at motivewa.com, phone signal with area code 248, and a matched LinkedIn profile for Jay Close, Cfa, Cfp®.
Jay Close, Cfa, Cfp® previously worked as CO-FOUNDER at Motive Wealth Advisors and Senior Portfolio Manager - Private Asset Management at Tiaa. Jay Close, Cfa, Cfp® holds B.B.A from Western Michigan University.
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AeroLeads found 1 current-domain work email signal for Jay Close, Cfa, Cfp®. Compare company email patterns before reaching out.
Jay Close, CFA, CFP® directs our investment strategy and oversees the management of our clients’ portfolios. He creates custom investment solutions that are mosaics of our clients’ needs and values, insights from independent research sources, and our best ideas. Since 2006, Jay has been serving wealthy families as a fiduciary, managing their investments within the context of coordinated financial plans. Jay previously managed client portfolios totaling over $1 billion as the Director of Investments of a privately held wealth management firm. Before joining Motive, Jay 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. Jay 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.DISCLOSURES:Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investment advisory services offered through Motive Wealth Advisors, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Listed skills include Investments, Estate Planning, Investment Management, Retirement, and 18 others.
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Birmingham, Michigan, United States
Motive is a fiduciary wealth management firm for visionary, high net worth individuals and families who seek to grow and preserve wealth in every form. We serve in the context of deep relationships. We strive to transform worry and stress into trust and peace through careful planning and counsel delivered consistently to a purposefully limited number of.
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Jay Close, Cfa, Cfp® works for Motive Wealth Advisors.
Jay Close, Cfa, Cfp® is listed as CO-FOUNDER | motivewealth.com at Motive Wealth Advisors.
AeroLeads has found 1 work email signal at @motivewa.com for Jay Close, Cfa, Cfp® at Motive Wealth Advisors.
AeroLeads has found 1 phone signal(s) with area code 248 for Jay Close, Cfa, Cfp® at Motive Wealth Advisors.
Jay Close, Cfa, Cfp® is based in Birmingham, Michigan, United States while working with Motive Wealth Advisors.
Jay Close, Cfa, Cfp® has worked for Motive Wealth Advisors, Tiaa, Planning Alternatives, Capelli Financial Services, Inc., and Capelli Financial Services.
Jay Close, Cfa, Cfp®'s colleagues at Motive Wealth Advisors include Alexis (Frisch) Lowry.
You can use AeroLeads to view verified contact signals for Jay Close, Cfa, Cfp® at Motive Wealth Advisors, including work email, phone, and LinkedIn data when available.
Jay Close, Cfa, Cfp® holds B.B.A from Western Michigan University.
Jay Close, Cfa, Cfp® is listed with skills including Investments, Estate Planning, Investment Management, Retirement, Asset Allocation, Wealth Management, Portfolio Management, and Financial Planning.
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