Heritage Investors Wants to Congratulate Jeff Jeter on Receiving His Chartered Financial Consultant® Designation!
Heritage Investors is proud to announce that its very own, Jeff Jeter has achieved Chartered Financial Consultant® status. The ChFC® designation means that Jeff has completed all nine requirements and passed multiple exams in the process. The designation is awarded by the American College of Financial Services in Bryn Mawr, Pennsylvania, and provides its recipients with training in very specific client planning services, such as divorcees and families with special needs.
This is yet another shining star in Jeff’s illustrious career. In addition to his latest achievement, Jeff has served his country as an AH-64 Apache Helicopter Pilot during Desert Storm, earned the CFP®, CEP®, FINRA 7, 65, and 66 licenses, and has even worked with the Tennessee Treasury Dept. to benefit families with special needs. Throughout his life, Jeff’s motivation has always been to serve others. This makes him a valuable and selfless asset to the Heritage Investors team.
With his newest designation, Jeff will continue to offer clients the highest standard of service with uncompromising ethics. In addition, Jeff’s clients are given personal attention and a level of detail that is unrivaled. Whether you’re a new client or an old friend, Jeff is going to treat you like family, prioritizing your goals. So the next time you’re in the office, stop by and join us in congratulating Jeff on becoming a Chartered Financial Consultant®.
Learn how Jeff and our team of certified financial advisers can help you realize your retirement goals.