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Jeffrey Mitchell Factor

Clearview Financial Partners

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About Jeffrey Mitchell Factor

Jeffrey Mitchell Factor is a financial advisor with Clearview Financial Partners. Jeffrey has been in the financial industry for over 23 years. Jeffrey is registered with the state of Pennsylvania and holds the Series 66, Series 7, and SIE licenses. Jeffrey offers investment advisory services, financial planning, and pension consulting services. Clearview Financial Partners has been in business since 2018. Jeffrey's previous employment includes LPL Financial LLC, FSC Securities Corporation, AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, and New England Securities.

Firm Information

Jeffrey Factor is currently registered with Clearview Financial Partners. Clearview Financial Partners is an investment advisor based in Radnor, Pennsylvania, with 4 licensed agents, 5 investment advisor representatives, and 5 investment advisory functions. The firm manages approximately $1,072,758,969 in assets for a variety of clients, including individuals, corporations, and charitable organizations. Clearview Financial Partners specializes in financial planning, pension consulting, and portfolio management. The firm also participates in wrap fee programs.
Clearview Financial Partners

100 MATSONFORD ROAD

RADNOR, PA 19087

$1.07B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Factor’s Registration & Firm History

PA

04/26/2018 - Present

Clearview Financial Partners (RADNOR PA)

PA

08/19/2010 - 08/08/2023

LPL FINANCIAL LLC (BLUE BELL PA)

PA

01/19/2001 - 08/24/2010

FSC SECURITIES CORPORATION (BLUE BELL PA)

NY

11/17/1999 - 12/11/2000

AXA ADVISORS, LLC (NEW YORK NY)

NY

11/17/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NY

09/02/1999 - 11/15/1999

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/24/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Mitchell Factor.
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