CEP® Date Awarded
December 31, 1969

Jeffrey Jeter, CEP®, CFP®, ChFC®, CEPA®
Private Wealth Advisor, Business Advisor - Wealthsource

Jeff started his career in financial services in 2015. Prior to joining WealthSource, Jeff served as the Executive Director of Financial Planning at Heritage Investors, LLC with a focus on helping business owners with exit planning, retirement planning, estate planning, and comprehensive personal planning. In his earlier career, Jeff served as an Army helicopter pilot and a combat veteran, as well as a Sales Manager in pharmaceutical and industrial equipment sales.

Jeff holds a Bachelor of Science degree in Professional Aeronautics from Embry-Riddle Aeronautical University, as well as Bachelor of Science degree in Chemistry from Armstrong Atlantic State University.

Jeff and his wife, Jen, have two daughters. The Jeter family loves cheering for the University of Tennessee’s various athletics programs and are active members of their church, Fairview United Methodist.

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