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Robert S Jeter

Back Bay Financial Planning & Investments

Bethany Beach, DE

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Current Employers
Back Bay Financial Planning & Investments

39682 Sunrise Court #303, Bethany Beach, DE 19930 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-06-16
MD RA APPROVED 2025-04-30
  • DE RA
    APPROVED
    Since 2025-06-16
  • MD RA
    APPROVED
    Since 2025-04-30

Branch Locations

39682 Sunrise Court #303, Bethany Beach, DE 19930 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisors Llc Denver CO 04/2016 07/2025
Cetera Investment Advisers Llc Schaumburg IL 03/2024 07/2025
Back Bay Financial Planning & Investments, Llc Bethany Beach DE 02/2025 Present
Salisbury University Salisbury MD 02/2025 Present
  • 04/2016 → 07/2025
    Cetera Advisors Llc
    Denver, CO
  • 03/2024 → 07/2025
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 02/2025 → Present
    Back Bay Financial Planning & Investments, Llc
    Bethany Beach, DE
  • 02/2025 → Present
    Salisbury University
    Salisbury, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-02
S63 Uniform Securities Agent State Law Examination 2013-05-17
  • S65 Uniform Investment Adviser Law Examination
    2013-08-02
  • S63 Uniform Securities Agent State Law Examination
    2013-05-17
Designations
Other Names
  • Robert S Jeter

View on SEC IAPD

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Jennifer Scott
Jeffrey Dean Carr
Kelly Sloan Brion
HAROLD LYNN CARMEAN
Tristan L Jacobi
Jordan Rae Talbert
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Other Offices

EDWARD JONES · SELBYVILLE, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Selbyville, DE
CWM ADVISORY, LLC · OCEAN PINES, MD
EDWARD JONES · OCEAN PINES, MD
PNC WEALTH MANAGEMENT LLC · SELBYVILLE, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Dagsboro, DE
WORLD INVESTMENT ADVISORS, LLC · BERLIN, MD
SNOWDEN CAPITAL ADVISORS LLC · Ocean Pines, MD

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