Alexandria Jeter
OLD Peak Finance · Chapel Hill, North Carolina
Alexandria Jeter is a fee-only financial advisor at OLD Peak Finance in Chapel Hill, North Carolina, who holds the CFP credential. OLD Peak Finance reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | OLD Peak Finance |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $714.1M across 674 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 7480238 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.oldpeakfinance.com |
How Alexandria's firm compares
- OLD Peak Finance's average account is about $1.1 million, from its Form ADV (assets managed divided by 674 accounts).
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Questions about Alexandria
Is Alexandria Jeter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandria holds no broker registration, and OLD Peak Finance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexandria charge for financial advice?
Alexandria's firm, OLD Peak Finance, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alexandria Jeter based?
Alexandria Jeter is based in Chapel Hill, North Carolina.
What credentials does Alexandria Jeter hold?
Alexandria Jeter holds the CFP credential.
Is Alexandria Jeter registered with the SEC?
Yes. Alexandria Jeter is registered as an investment adviser representative in NC (CRD 7480238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OLD Peak Finance manage?
OLD Peak Finance reports $714.1M across 674 accounts in assets under management.
How do I contact Alexandria Jeter?
Through Alexandria's website, www.oldpeakfinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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