David M. Jeter

ALLEGHENY FINANCIAL GROUP LTD

Pittsburgh, PA 15237

Some features on this profile are disabled

CRD#: 2178135

Professional summary

David Michael Jeter, CFP® is a registered financial advisor currently at ALLEGHENY FINANCIAL GROUP LTD located in Pittsburgh, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. David has worked at 7 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

Education Planning

Insurance Planning

Tax Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JETER TRUST, TRUSTEE, MARITAL TRUST, NON-INVESTMENT RELATED, STARTED 1999, 0 HR/MO, 0 HR/MO/TRADING, NO ANNUAL COMP FFP, FINANCIAL PLANNING FOR CANCER, PRO BONO FINANCIAL PLANNING, VOLUNTEER CFP, INVESTMENT-RELATED, 6/HR/MO, 0 HR/MO/TRADING, NO ANNUAL COMP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Jeter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

March 30, 2012 - Present

ALLEGHENY FINANCIAL GROUP LTD

Office #1: Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

RIA

CRD#: 104690

Pittsburgh, PA

Past

March 30, 2007 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

RIA

CRD#: 7597

Gibsonia, PA

Past

May 28, 2003 - December 31, 2024

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

MORGANTOWN, WV

Past

June 22, 1999 - March 28, 2003

HANTZ FINANCIAL SERVICES, INC.

CRD#: 46047

SOUTHFIELD, MI

Past

December 15, 1997 - June 25, 1999

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

October 29, 1997 - December 17, 1997

GOLDK INVESTMENT SERVICES, INC

CRD#: 15514

BOSTON, MA

Past

September 25, 1991 - October 25, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 25, 1991 - October 25, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/30/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/3/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/14/1995

General Securities Principal Examination

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

ALLEGHENY FINANCIAL GROUP | ALLEGHENY FINANCIAL GROUP LTD

CRD#: 104690 / SEC#: 801-12566

RIA

Registered Investment Advisory firm - (1/17/1977 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Mailing Address

Phone number

(412) 367-3880

Established

Firm type

Fiscal year end

# of Employees

105

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2024 WRAP PROGRAM BROCHURE (3/31/2025)

2024 AFG ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,950
AUM (Assets Under Management)	$ 4,904,134,773

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/10/2025	Cover Page	Report
10/22/2024	Cover Page	Report
08/11/2023	Cover Page	Report
10/08/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David M. Jeter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Michael Jeter's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLEGHENY INVESTMENTS, LTD.

ALLEGHENY INVESTMENTS, LTD.

HANTZ FINANCIAL SERVICES, INC.

VESTAX SECURITIES CORPORATION

GOLDK INVESTMENT SERVICES, INC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ALLEGHENY FINANCIAL GROUP LTD

State Registrations and Notice Filings

Exams

Series 63

Date: 10/3/1991

Series 79TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/24/1991

Series 24

Date: 7/14/1995

Current Firm

ALLEGHENY FINANCIAL GROUP LTD

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLEGHENY FINANCIAL GROUP LTD

TRUST BUT VERIFY

Contact information

Similar Advisors