Jay Close Email & Phone Number
CO-FOUNDER @ Motive Wealth Advisors
5 free lookup(s).
No credit card required.
Jay Close Location
- Birmingham, MI, US
Jay Close Work
- 2020 -now CO-FOUNDER @
- 2016 -2020 Senior Portfolio Manager - Private Asset Management @
- 2013 -2016 Director of Investments @
- 2012 -2013 Director of Investments @ Capelli Financial Services, Inc.
- 2009 -2012 Financial Advisor @ Capelli Financial Services, Inc.
- 2006 -2008 Portfolio Analyst @ Capelli Financial Services, Inc.
Jay Close Education
- Western Michigan University
B.B.A (Personal Financial Planning)
2002-2005
Jay Close Skills
- Investments
- Estate Planning
- Investment Management
- Retirement
- Asset Allocation
- Wealth Management
- Portfolio Management
- Financial Planning
- Fixed Income Analysis
- Retirement Planning
- Asset Managment
- Financial Planners
- Wealth Management Services
- High Net Worth Individuals
- Pensions
- Financial Services
- Personal Financial Planning
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Bloomberg Terminal
- Banking
- Strategic Planning
- Marketing
- Project Management
- Business Analysis
- Financial Analysis
- Management
Jay Close Summary
- Jay Close, based in Birmingham, MI, US, is currently a CO-FOUNDER at Motive Wealth Advisors. Jay Close brings experience from previous roles at TIAA, Planning Alternatives and Capelli Financial Services, Inc.. Jay Close holds a 2002 - 2005 B.B.A in Personal Financial Planning @ Western Michigan University. With a robust skill set that includes Investments, Estate Planning, Investment Management, Retirement, Asset Allocation and more. Jay Close has 3 emails and 1 mobile phone numbers on RocketReach.
View Jay's Email & Phone Number (It's Free)
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Jay Close?
Find contact details for 700 million professionals.
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co