Back Bay Financial Planning & Investments

Overview

Back Bay Financial Planning & Investments is an SEC registered investment adviser based in Bethany Beach, DE, registered since 2025. It reports $12M in assets under management across 286 accounts, with 4 employees. It has 2 investment adviser representatives.

Reported AUM

$12M

Discretionary

98%

Accounts

286

Average account

$421K

Employees

4

Advisory reps

2

Registered since

2025

Jurisdictions

3

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Robert S Jeter II Owner, Chief Compliance Officer CRD 6100109

Advisory reps 2 of 2

• Robert S Jeter II Investment Adviser Rep CRD 6100109
• Matthew Joseph Okeefe Insurance Agent · Investment Adviser Rep CRD 5822776

Location

Headquarters

39682 Sunrise Ct # 303
Bethany Beach, DE 19930

County

Sussex

Metro area

Salisbury, MD-DE

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: bsky.app/profile/backbayfp.bsky.social

Every state, with registration dates

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