Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
33yrs
Jeffrey Factor is a fiduciary financial advisor in Wellesley, Massachusetts, with 33 years in the industry. Jeffrey joined Morgan Stanley in 2009, after two years at Morgan Stanley & Co.. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office112 Worcester Street, Wellesley, MA 02481
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
Questions to ask Jeffrey
Tailored to Jeffrey’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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Jeffrey
How do I contact Jeffrey?
Call Morgan Stanley at (914) 225-5510 and ask for Jeffrey Factor. Jeffrey works from the Wellesley, MA office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 1994, about 33 years. Top 12% by experience nationwide.
What licenses does Jeffrey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jeffrey 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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