JF
Jeffrey M. Factor
CLEARVIEW FINANCIAL PARTNERS
Radnor, PA 19087
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CRD#: 3263301
JF
Professional summary
Jeffrey Mitchell Factor is a registered financial advisor currently at CLEARVIEW FINANCIAL PARTNERS located in Radnor, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 08/19/2010 - BLUE BELL ASSOC/ COMMERCIAL REAL ESTATE RENTAL/ BLUE BELL, PA 2. 5/7/2018 - Clearview Financial Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started: 04/26/2018 - 80 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through Clearview Financial Partners, LLC, an independent investment advisor firm. I started this business activity in April 2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 1/31/2019 - Clearview Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2018 - 20 Hours Per Month/1 Hour During Securities Trading. 4. 07/07/2022 - McCarthy and Co - Investment Related - 495 Norristown Road, Ste 160, Blue Bell PA 19422 - Tax Prep/Accounting/CPA - CPA - Start Date - 01/01/2022 - 40 Hours Per Month/40 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Mitchell Factor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 26, 2018 - Present
CLEARVIEW FINANCIAL PARTNERS
Office #1: 100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087RIA
CRD#: 286168
Radnor, PA
Past
August 19, 2010 - August 8, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
BLUE BELL, PA
Past
July 21, 2008 - August 24, 2010
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
BLUE BELL, PA
Past
May 29, 2006 - July 5, 2018
THE WHARTON ADVISORY GROUP, LLC
RIA
CRD#: 120522
BLUE BELL, PA
Past
November 4, 2002 - March 31, 2005
BFC FINANCIAL SERVICES, LLC
RIA
CRD#: 120519
WAYNE, PA
Past
January 19, 2001 - August 24, 2010
FSC SECURITIES CORPORATION
BD
CRD#: 7461
BLUE BELL, PA
Past
November 17, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
November 17, 1999 - December 11, 2000
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
September 2, 1999 - November 15, 1999
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CLEARVIEW FINANCIAL PARTNERS
CLEARVIEW FINANCIAL PARTNER | CLEARVIEW FINANCIAL PARTNERS, LLC | CLEARVIEW FINANCIAL PARTNERS
CRD#: 286168 / SEC#: 801-114244
RIA
Registered Investment Advisory firm - (11/5/2018 Approved)Florida
Registered Investment Advisory firm - (11/11/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/13/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/26/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
CLEARVIEW FINANCIAL PARTNERS
CLEARVIEW FINANCIAL PARTNER | CLEARVIEW FINANCIAL PARTNERS, LLC | CLEARVIEW FINANCIAL PARTNERS
CRD#: 286168 / SEC#: 801-114244
RIA
Registered Investment Advisory firm - (11/5/2018 Approved)Florida
Registered Investment Advisory firm - (11/11/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/13/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087
Mailing Address
Phone number
(610) 293-9211
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,149 |
| AUM (Assets Under Management) | $ 850,402,570 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
