Thoroughbred Financial Services
47yrs
Top advisor by experience in Brentwood
42yrs
Jeffery Factor
Financial advisor at Truist Advisory Services
Jeffery Factor has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Brentwood, Tennessee. Jeffery has been with Truist Advisory Services since 2017; before that, Jeffery spent five years at Raymond James & Associates and three years at Morgan Keegan & Company. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 559 advisors with offices in Brentwood, and one of 485 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 1% by experience at Truist Advisory Services
Office5205 Maryland Way Suite 200, Brentwood, TN 37027
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowTruist Advisory Services, Inc.Current firm
- 2013 – 2017Raymond James & Associates, Inc.Previously
- 2009 – 2013Morgan Keegan & Company, LLCPreviously
- Jun 2009 – Dec 2009Morgan StanleyPreviously
- 1999 – 2009Citigroup Global Markets Inc.Previously
Questions to ask Jeffery
Tailored to Jeffery’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jeffery
How do I contact Jeffery?
Call Truist Advisory Services at (800) 874-4770 and ask for Jeffery Factor. Jeffery works from the Brentwood, TN office.
How long has Jeffery been a financial advisor?
Jeffery has been in the industry since 1984, about 42 years. Top 1% by experience at Truist Advisory Services.
What licenses does Jeffery hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffery a fiduciary?
Jeffery is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffery paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jeffery for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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