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Matthew J

Series 63, Series 65

Little Rock, AR

Gilliland Jeter Wealth Management, LLC

Matthew Jeter is a financial advisor at Gilliland Jeter Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 14 years and Educational Edge. Gilliland Jeter Wealth Management offers discretionary and non-discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a client-specific Financial Profile and Investment Plan implemented through a diverse mix of investment instruments and external sub-advisers, managing approximately $505 million in client assets.

Options & derivatives strategies Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph G

Series 63, Series 65

Little Rock, AR

Gilliland Jeter Wealth Management, LLC

Joseph Gilliland is a financial advisor at Gilliland Jeter Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 14 years. He serves on the Finance/Investment Committee of the Subiaco Abbey and Academy Foundation Board, overseeing endowment performance. Gilliland Jeter Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm develops customized Financial Profiles and Investment Plans, employing a diverse range of investment strategies and third-party managers tailored to client objectives.

Options & derivatives strategies Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher M

Series 66

Little Rock, AR

Gilliland Jeter Wealth Management, LLC

Christopher Morgan is a financial advisor at Gilliland Jeter Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and Diane Johnson Accounting. Morgan's background also includes experience outside finance, including roles as a student athlete and work in agriculture. Gilliland Jeter Wealth Management provides portfolio management and financial planning services to individuals, corporations, foundations, and retirement plans. The firm develops customized financial profiles and investment plans, utilizing a diverse mix of investment strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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