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David Michael Jeter

Allegheny Financial Group

Pittsburgh, PA

CRD 2178135

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Employer firm

Allegheny Financial Group CRD 104690

$5.59B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allegheny Financial Group

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-03-30
  • PA RA
    APPROVED
    Since 2012-03-30

Branch Locations

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237 • 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
Allegheny Investments, Ltd. Pittsburgh PA 05/2003 Present
  • 05/2003 → Present
    Allegheny Investments, Ltd.
    Pittsburgh, PA
Previous Registrations
  • 2007-03-30 → 2024-12-31
    Allegheny Investments
    Morgantown, WV
    Pittsburgh, PA
    Pittsburgh, PA
    Gibsonia, PA
    Pittsburgh, PA
Other Businesses

JETER TRUST, TRUSTEE, MARITAL TRUST, NON-INVESTMENT RELATED, STARTED 1999, 0 HR/MO, 0 HR/MO/TRADING, NO ANNUAL COMP

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-10-03
  • S63 Uniform Securities Agent State Law Examination
    1991-10-03
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ALLEGHENY INVESTMENTS
ANALYTX CAPITAL MANAGEMENT LP
CWM, LLC

Nearby Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR

Nearby Offices

ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA

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