David Jeter, CFP, Partner and Financial Advisor

David Jeter is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group. He provides a full range of planning and consulting services to individuals and small businesses, advising on financial planning and wealth management. David is a partner of Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd., where he currently serves on the Board of Directors. Additionally, he is a member of Allegheny’s technology committee, investment committee, and marketing committee.

Education and Professional Credentials

  • 01

    University of Michigan | Bachelor of Science and Administration Degree, concentration in finance and marketing
  • 02

    CFP® Practitioner, Certified Financial Planner Board of Standards
  • 03

    Series 24 principal license

Professional Experience

  • 01

    Began career as a financial advisor in 1992
  • 02

    Financial Advisor and District Manager for American Express, 1992-1997
  • 03

    Principal of a regional financial planning firm, 1998-2003

Professional Activities

  • 01

    Produced professional financial blog
  • 02

    Quoted in publications including Pittsburgh Business Times and Pittsburgh Quarterly
  • 03

    Contributed as Reviewer for the Duquesne University CFP Capstone Program
  • 04

    Certified with Family Reach and the Financial Planning Association to provide pro bono work through the Financial Planning for Cancer program.

Awards & Recognition

Repeat Recipient of Five Star Wealth Manager Award

Community Involvement

  • 01

    Trustee – Pine-Richland Opportunities Fund


SJ Group

Our practice provides comprehensive financial planning and investment management to households, small businesses, and retirement plans. Sensitive to each client’s unique circumstances and objectives, we focus on achieving those objectives. We believe a deep understanding of each client, whether personal or corporate, is essential to providing the advice over the long term that makes achievement of those objectives both possible and likely.

For financial planning, we believe in professional management of assets, proven methods of asset allocation, a long-term approach, and a thorough planning process. Our clients know that we have the expertise to guide them in a wide range of needs. Allegheny’s Asset Management Department, providing for an extraordinary depth of research, is a vital component of that expertise. Just as important, clients know that we are very accessible.