JF
JF
Jeffery Factor
41 Years of Experience
Brentwood, TN
1 DisclosureBroker
Jeffery Factor is a registered investment advisor at Truist Advisory Services, INC., based in Brentwood, TN, with 41 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
5205 Maryland Way, Ste 200, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1997Settled
Employment History
Current Registrations
Truist Advisory Services, INC.
December 2017 - Present · 8 yrs 10 mos
Truist Investment Services, INC.
October 2017 - Present · 9 yrs
Truist Investment Services, INC.Broker
October 2017 - Present · 9 yrs
Previous Registrations
Bb&t Securities, LLCBroker
December 2019 - February 2021 · 1 yr 2 mos
Raymond James & Associates, INC.
February 2013 - October 2017 · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - October 2017 · 4 yrs 8 mos
Morgan Keegan & Company, INC.
December 2009 - February 2013 · 3 yrs 2 mos
Morgan Keegan & Company, INC.Broker
December 2009 - February 2013 · 3 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2009 · 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.
January 1999 - June 2009 · 10 yrs 5 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
November 1984 - April 1988 · 3 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Jeffrey AlgerTruist Advisory Services, INC.
- Brian Huxhold, CFPTruist Advisory Services, INC.
- Luke AlgerTruist Advisory Services, INC.
- Samuel Dudovitz, CFPTruist Advisory Services, INC.
- Stuart Goss, CFPLPL Financial LLC
- David Upshaw, CFPEdward Jones