Jeffrey Mitchell Factor

Current Employers

Employment History

• 04/2005 → 06/2018
  Wharton Advisory Group, Llc (Wharton Capital Group, Llc)
  Blue Bell, PA
• 01/2006 → Present
  Borislow, Factor & Kaufmann
  Blue Bell, PA
• 08/2010 → Present
  Lpl Financial Llc
  Blue Bell, PA
• 04/2018 → Present
  Clearview Financial Partners, Llc
  Blue Bell, PA

Previous Registrations

• 2006-05-29 → 2018-07-05
  The Wharton Advisory Group, Llc
  Wayne, PA
  Blue Bell, PA
• 2008-07-21 → 2010-08-24
  Fsc Securities Corporation
  Blue Bell, PA
• 2002-11-04 → 2005-03-31
  Bfc Financial Services, Llc
  Wayne, PA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-24