The Jeter Group
13355 Noel Road
Suite 700
Dallas TX 75240
(972) 386.1353
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Collaborative. Comprehensive. Proactive. At The Jeter Group, we believe these characteristics best describe our hands-on, consultative approach and commitment to helping foundations, endowments, non-profits, and defined benefit plans, navigate today’s financial landscape, make educated decisions about the assets under their stewardship, manage their fiduciary responsibilities, and put them on the best path toward supporting their missions.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Jenny Jeter
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025
(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)
Forbes “Top Women Wealth Advisors Best-in-State”, 2025
About Us
Get To Know Us

Institutions today face complex investment decisions, often within a tangled legal and regulatory environment. With a wealth of knowledge and more than two decades of experience, The Jeter Group is a highly engaged, multidisciplinary institutional consulting team who are well-positioned to help endowments, foundations, non-profits, and defined benefit plans explore the issues they face from multiple perspectives.Jenny Jeter is among a select group of highly qualified, professionally designated Merrill® Institutional Consultants who can provide the in-depth knowledge and customized service and assistance institutional investors need to manage their complex needs and navigate today's financial landscape. Additionally, as a Merrill Lynch Wealth Management Retirement Benefits Consultant and a Defined Contribution Investment Consultant, Jenny can help employers across the country design and maintain corporate retirement benefit plans while helping their employees prepare for their futures.Working together with your CFO, board of directors, and investment committees, we pledge to be there when you need us. We are guided by a set of core principles that include acting in the best interest of our clients, providing objective investment recommendations tailored to your organization's unique needs, and maintaining the highest level of ethical and professional standards.When you work with The Jeter Group, you'll experience a collaborative, results-driven team with a focus on your long-term goals and objectives. We believe one thing that sets us apart from other wealth advisors is the quality of our client experience. Our top priority is to understand and consult on your specific needs in a collaborative, professional, and educational manner. Above all, we look forward to understanding the challenges you face and working together to design and implement customized solutions to help your organization pursue its objectives and fulfill its mission.##### *Merrill Institutional Consulting™ (MIC) is part of the Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation ("BofA Corp"), and offers products and services for the benefit of institutional and ultra-high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or Merrill) who can provide brokerage or investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients' rights and MLPF&S' obligations will differ depending upon the products and services actually provided. Banking products, services, and activities are offered by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker‐dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

Meet Our Team
Jenny Jeter,

CFP®, CIMA®, CKP®, CPFA®, CRPS™

Senior Vice President, Wealth Management Advisor
972.386.1353
Rony Nehring Interiano
Officer, Registered Wealth Management Client Associate
972.386.1359
Nora Calderon,

AWMA™, CFP®, CRPC™

Registered Wealth Management Client Associate
972.980.8672
Reagan King
Wealth Management Seasonal Client Associate (FP)
972.386.1354
Kristin Kenaga
Wealth Management Client Associate (FP)
972.386.1326
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kenneth Finke
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Lisa C. Gratz
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #536196
Austin Bertrand
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.