CoverProfile

William Jeter

Portfolio Manager \ Research Analyst and Investment Analyst/Advisor

Abacus Planning Group Inc

United States, South Carolina, Lexington County

About Me

I graduated from Auburn University with majors in Finance and Accounting in December 2012 with the hopes of becoming an investment analyst. I began working as an investment support analyst at Abacus Planning Group in January 2013. While working at Abacus, I have also been working towards the Chartered Financial Analyst (CFA) designation. I completed all three levels on my first attempt and became a CFA charterholder in December 2017. I have also completed both levels of the Chartered Alternative Investment Analyst (CAIA) exam as well as the Certified Financial Planner (CFP®) exam. I am also a CAIA charterholder and a CFP® professional.

Profile Information

Portfolio Manager \ Research Analyst and Investment Analyst/Advisor

Abacus Planning Group Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lexington County

South Carolina

United States

May 29, 2025

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