David Jeter has been Member/Manager of Allegheny Financial Group since July 2017, is a control person of the firm and directly owns between 5% and 10% of it. David Jeter holds a Bachelor of Science and Administration Degree in concentration in finance and marketing from the University of Michigan.
Allegheny Financial Group is a Pittsburgh, PA firm with $5.59B under management, 3,971 clients and 28 advisers in one office, as of its August 2026 filing.
David Jeter is Partner and Financial Advisor of Allegheny Financial Group. Jeter began his career as a financial advisor in 1992. He was Financial Advisor and District Manager for American Express from 1992 to 1997, and principal of a regional financial planning firm from 1998 to 2003.
David Jeter’s longest registration was 17 years at Allegheny Investments, LTD. (2007–2024). Before joining Allegheny Financial Group in 2012, David Jeter was registered through Allegheny Investments, LTD.
- Allegheny Financial GroupCurrent– present · 14 yearsPittsburgh, PA · Adviser representative · Firm CRD 104690
- Allegheny Investments, LTD.– · 17 yearsGibsonia, PA · Adviser representative · Firm CRD 7597
Professional designations
Listed by Allegheny Financial Group
- CFP® Practitioner
Investment adviser representative registrations
David Jeter is registered as an investment adviser representative in Pennsylvania, since March 2012.
- PennsylvaniaSince 30 March 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 14 July 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 1991 |
| Series 7 | General Securities Representative Examination | 24 September 1991 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Michael Jeter
- CRD
- 2178135
- Firm
- Allegheny Financial Group · CRD 104690
- Role
- Member/Manager
- Office
- STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100, Pittsburgh, PA 15237
- Registration
- Investment adviser registration
- In the industry since
- November 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- alleghenyfinancial.com
Where does David Jeter work?
David Jeter has been Member/Manager of Allegheny Financial Group since July 2017, and is a control person of the firm.
Is David Jeter a financial advisor?
Yes. David Jeter has a current investment-adviser registration in Pennsylvania, through Allegheny Financial Group since March 2012.
How many years of experience does David Jeter have?
David Jeter has 34 years in the financial industry, since November 1991, across 2 adviser firms.
What exams has David Jeter passed?
David Jeter has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 79TO and Series 99TO. The earliest, the Series 7, was passed in September 1991. FINRA credited David Jeter with the SIE, which began in October 2018.
Where is David Jeter based?
David Jeter’s registered office is in Pittsburgh, PA.
Is David Jeter registered with FINRA?
No. David Jeter has no current broker registration.
Is David Jeter a CFP?
Allegheny Financial Group lists David Jeter with the CFP credential (“CFP® Practitioner”) on its website. CFP Board confirms certification status.
How can I verify David Jeter’s record?
Search CRD 2178135 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Jeter’s full registration record.
