CRD: 335236
Back BAY Financial Planning & Investments
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-30-2025
- Office Locations
- 1
Office Locations
About Back BAY Financial Planning & Investments
Back Bay Financial Planning & Investments is a Bethany Beach, DE advisory led by Robert Jeter (CFP®, CRPC). The firm provides financial planning and ongoing investment management with a retirement and tax-planning focus, including estate and insurance planning. Portfolios are primarily implemented with publicly traded funds and ETFs, with Schwab as custodian, and may incorporate asset allocation, fixed income, and ESG/SRI preferences.
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Investment Themes
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Owner & Executives
ROBERT S JETER II
Chief Compliance Officer, Owner
- CRD
- #6100109
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,508,594 | -- |
| Non-Discretionary | $1,965,550 | -- |
| Total | $120,474,144 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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