Robert S. Jeter
BACK BAY FINANCIAL PLANNING & INVESTMENTS
BERLIN, MD
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CRD#: 6100109
Professional summary
Robert S Jeter II, CFP®, who also goes by Robert S Jeter, is a registered financial advisor currently at BACK BAY FINANCIAL PLANNING & INVESTMENTS located in Berlin, Maryland.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert S Jeter
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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2022 APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE; 2. NAME OF OTHER BUSINESS: DBA INFOCUS FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: FINANCIAL PLANNING; START DATE: 04/01/2016; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR. 3. NAME OF OTHER BUSINESS: UNIVERSITY OF DELAWARE - OSHER LIFELONG; LEARNING INSTITUTE; INVESTMENT RELATED: NO; ADDRESS: 520 DUPONT AVE, LEWES, DE 19958; NATURE OF BUSINESS: RETIREMENT PLANNING COURSE; START DATE: 10/2016; POSITION/TITLE/RELATIONSHIP: INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: INSTRUCTOR FOR RETIREMENT PLANNING COURSE. 4. NAME OF OTHER BUSINESS: DELAWARE FINANCIAL LITERACY INSTITUTE; INVESTMENT RELATED: NO; ADDRESS: 111 ADAMS AVE, LEWES, DE 19958; NATURE OF BUSINESS: RETIREMENT PLANNING; START DATE: 11/2016; POSITION/TITLE/RELATIONSHIP: INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: TEACHING CLASSES ON RETIREMENT PLANNING, SOCIAL SECURITY, AND INVESTMENTS. 5. NAME OF OTHER BUSINESS: SOUTHERN DELAWARE ESTATE PLANNING COUNCIL; INVESTMENT RELATED: NO; ADDRESS: SALISBURY, MD; NATURE OF BUSINESS: ESTATE PLANNING GROUP; START DATE: 09/2019; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS - MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HELP MAKE STRATEGIC DECISIONS FOR EDUCATION AND DIRECTION OF COUNCIL; 6. NAME OF OTHER BUSINESS: BACK BAY FINANCIAL PLANNING & INVESTMENTS CRD # 335236 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 03/2025, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING:
CRS (Client Relationship Summary) - RIA
Click below to view Robert S Jeter II's 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®
Start date: 2017
Experience
Current
April 30, 2025 - Present
BACK BAY FINANCIAL PLANNING & INVESTMENTS
RIA
CRD#: 335236
BERLIN, MD
Past
March 21, 2024 - July 9, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
GEORGETOWN, DE
Past
April 12, 2016 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
SALISBURY, MD
Past
April 12, 2016 - July 9, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
SALISBURY, MD
Past
August 6, 2013 - April 14, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
COLUMBIA, MD
Past
October 3, 2012 - April 14, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
COLUMBIA, MD
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
Delaware(6/16/2025)
IAR
Maryland(4/30/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BB
BACK BAY FINANCIAL PLANNING & INVESTMENTS
BACK BAY FINANCIAL PLANNING & INVESTMENTS | BACK BAY FINANCIAL PLANNING & INVESTMENTS, LLC
CRD#: 335236 / SEC#:
Delaware
Registered Investment Advisory firm - (6/16/2025 Approved)Maryland
Registered Investment Advisory firm - (4/30/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bethany Beach, DE
Mailing Address
Phone number
(302) 316-1820
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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