Robert S Jeter
Investment adviser representative at Back Bay Financial Planning & Investments
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$120.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Back Bay Financial Planning & Investments, LLCFeb 2025 to now
- Salisbury UniversityFeb 2025 to now
- Cetera Investment Advisers LLCMar 2024 to Jul 2025
- Cetera Advisors LLCApr 2016 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (DE, MD).
Back Bay Financial Planning & Investments
Legal name: Back Bay Financial Planning & Investments, LLC
$120.5MAssets managed
94Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6100109
- Firm CRD
- 335236