The Jeter Group
For nearly three decades, The Jeter Group has been helping a wide range of individual and institutional clients, including business owners, senior executives, boards of directors, investment committees, and plan sponsors, navigate their complex financial lives.
Whether you’re entering your peak earning years, preparing for a business transition, or planning for retirement, our tailored solutions are designed to align with your unique goals and aspirations. We take the time to understand what matters most to you and offer sound advice and guidance every step of the way.
Working with us, you can expect exceptional service from a collaborative, results-driven team committed to putting you at the center of everything we do. We strive to reduce stress, free up valuable time, and enhance your ability to focus on the people and activities that matter most.
We invite you to experience how The Jeter Group delivers a distinctive client experience rooted in trust, collaboration, and an unwavering commitment to helping you achieve your goals for today, tomorrow, and the future.
Institutions today face increasingly complex investment decisions, often within a challenging legal and regulatory environment. As a result, directing your institution's investments can be a demanding responsibility requiring specific expertise to ensure you are on target with your objectives.
With more than two decades of industry experience, The Jeter Group brings deep knowledge and a multidisciplinary perspective to help business owners, senior executives, endowments, foundations, non-profits, defined benefit and defined contribution retirement plans, and ultra-high-net-worth individuals create customized investment programs designed to navigate their challenges, support their missions, and manage their fiduciary responsibilities.
We educate clients and ourselves
The institutional landscape is constantly fluctuating. We strive to be thought leaders by staying current on new ideas and evolving regulations, attending national conferences, and continually researching proven methods and recognized standards so we can help educate you on issues that may impact your organization.
Jenny Jeter is part of a select group of Merrill® Institutional Consultants, recognized for their advanced qualifications and ability to deliver a full spectrum of customized institutional investment solutions within an intimate client-consultant relationship.
As both a Merrill Lynch Wealth Management Retirement Benefits Consultant and a Defined Contribution Investment Consultant, Jenny also works with employers nationwide to design and maintain retirement benefit plans, helping organizations support their employees' futures while meeting corporate objectives.
CFP®, CIMA®, CKP®, CPFA®, CRPS™