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Leigh Jeter Wealth Manager

Registrations: 7, 63, 66, 9 and 10 held through LPL Financial.

831-221-6838
Leigh.Jeter@teamgoldenstate.com

Leigh Jeter joined Golden State in October 2020 in dual role of Wealth Manager and Compliance and Administration Manager. With over 25 years of industry experience with firms such as Morgan Stanley and Charles Schwab, Leigh brings with her a solid book of business and a wealth of experience to this brand-new role. While she continues working with her clients, her background in Branch Management, Operations and Compliance will bring added value to assist with the day-to-day compliance and administration needs at Golden State.

Leigh started her career in 1995 after graduating with a degree in finance. She began as a financial advisor with Dean Witter (before it became Morgan Stanley) and had the privilege of training at the World Trade Center in New York City. In 2003, she relocated to Monterey, CA, where she still resides, and moved into operations, compliance and management roles with Morgan Stanley and then UBS. In 2011, Leigh took an opportunity to break away from the wire houses to work with a regional CPA/TPA/Wealth Management group followed by the role of Assistant Branch Manager with Hilltop Securities Inc (formerly Southwest Securities/ML Stern) several years later.

In Leigh’s spare time, she enjoys traveling with her husband Wes and daughter Emilee. Leigh enjoys playing competitive tennis, skiing with her family, and creating stained glass art projects with her daughter. She is currently the board president for the Animal Friends Rescue Project and a committee member for the Salinas Animal Shelter. She currently has three Great Pyrenees Mountain dogs.

The Golden State family of companies is composed of Golden State Wealth Management ("GSWM"), Golden State Equity Partners ("GSEP"), and Golden State Asset Management ("GSAM"), collectively referred to as "Golden State". All firms are federally registered investment advisers, registered with the SEC. The financial consultants of GSWM are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice provided by dually registered representatives affiliated with both LPL Financial and GSWM is offered through GSWM, a federally registered investment adviser. LPL Financial is not affiliated with any of the named entities listed on this site. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, CT, GA, HI, KS, MO, MT, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.