Jeff Jeter

Jeff Jeter, CFP®, ChFC®, CEPA®, CEP®, and Investment Advisor Representative, provides visionary direction as our Executive Director of Financial Planning. An Army helicopter pilot and combat veteran, Jeff learned invaluable skills of effective communication and disciplined dependability.

During his years of service, Jeff earned a Bachelor of Science in Aeronautics from Embry-Riddle. Later, Jeff earned a Bachelor of Science in Chemistry from Armstrong State University. After a successful career in pharmaceutical and industrial equipment sales, Jeff entered the financial services in 2014. Jeff passed licensing exams including the FINRA Series 7, 66 & 65, and Insurance Producers Licenses in Life, Accident & Health, Variable Contracts, and Legal in dozens of states. Jeff was instrumental in assisting the State of Tennessee Treasury Department in launching the ABLE-TN program.

Jeff used his natural love for people to excel as an independent insurance agent. During his time there, Jeff became quite adept in personal risk analysis and protection planning, skills that are now utilized in personal financial consultations as well as business consulting. This led Jeff to further his education to include comprehensive personal planning, retirement, estate planning, and business exit planning.

At Heritage, Jeff is one of the first members prospective clients meet, and he ensures each conversation is infused with hope and security. Jeff leads others in sales and financial planning to innovate the way we problem-solve for clients and prospects alike.

At home, Jeff and his wife Jen have two girls in elementary school – one, a young equestrian and the other, a budding piano virtuoso. The Jeter family loves cheering for the University of Tennessee’s various athletics programs and are active members of their church: Fairview United Methodist where Jeff teaches 2nd & 3rd grade Sunday School and serves on the finance committee.