Jeffrey S. Jeter
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffrey Scott Jeter, CFP®, who also goes by Jeff Jeter, Jeffrey S. Jeter, Jeffrey Jeter, Jeffrey S Jeter, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 2015. Jeffrey had worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2020
Experience
January 7, 2022 - January 25, 2023
WEALTHSOURCE®
November 13, 2019 - April 22, 2022
HERITAGE INVESTORS
September 26, 2018 - October 31, 2019
ALLSTATE FINANCIAL ADVISORS, LLC
September 26, 2018 - October 31, 2019
ALLSTATE FINANCIAL SERVICES, LLC
March 16, 2016 - October 2, 2018
ONEAMERICA SECURITIES, INC.
March 16, 2016 - October 2, 2018
ONEAMERICA SECURITIES, INC.
February 22, 2016 - February 26, 2016
MSI FINANCIAL SERVICES, INC.
July 31, 2015 - January 9, 2016
OSAIC SERVICES, INC.
June 29, 2015 - January 9, 2016
OSAIC SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WEALTHSOURCE®
CRD#: 282202 / SEC#: 801-107199
Contact information
Regulatory assets under management
| Total Number of Accounts | 6,245 |
| AUM (Assets Under Management) | $ 2,116,238,123 |
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.
