Robert S. Jeter

BACK BAY FINANCIAL PLANNING & INVESTMENTS

BETHANY BEACH, DE 19930

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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 Bethany Beach, Delaware.

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.

The advisor shows no other business activity.

Blog Corner

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^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 30, 2025 - Present

BACK BAY FINANCIAL PLANNING & INVESTMENTS

Office #1: 39682 Sunrise Court #303, Bethany Beach, DE 19930

RIA

CRD#: 335236

BETHANY BEACH, DE

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

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

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)

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

IAR

Series 65

Date: 8/2/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/17/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2012

General Securities Representative Examination

Current Firm

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)

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Contact information

Main Address

39682 Sunrise Court #303, Bethany Beach, DE 19930

Mailing Address

Phone number

(302) 316-1820

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 106,738,122

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.

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Robert S. Jeter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert S Jeter II's CRS (Customer Relationship Summary).

Certified licenses

Experience

BACK BAY FINANCIAL PLANNING & INVESTMENTS

CETERA INVESTMENT ADVISERS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2013

Series 63

Date: 5/17/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/2/2012

Current Firm

BACK BAY FINANCIAL PLANNING & INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BACK BAY FINANCIAL PLANNING & INVESTMENTS

TRUST BUT VERIFY

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