Gilliland Jeter Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$516,862,572
Clients
291
Advisors
3
of 4 employees
About
Gilliland Jeter Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals — including high net worth clients — as well as corporations, foundations, retirement and pension plan participants, and other entities. The firm also offers retirement plan consulting services to employee benefit plans and develops customized written and unwritten Financial Profiles and Investment Plans at the outset of client relationships.
The firm’s process is to build a client-specific Financial Profile and Investment Plan and implement that plan using a mix of ETFs, mutual funds, equities, fixed income, structured products, alternatives and derivatives as appropriate. Gilliland Jeter may grant discretionary authority, use sub‑advisers (Managers) for portions of portfolios, and employ strategies such as covered calls, options, short sales and margin depending on client objectives and risk tolerance.
Compared with many peers, the firm reports serving insurance company clients — a client type that is uncommon for team firms — and discloses that certain employees are licensed to sell insurance products and may receive commissions, which are disclosed to clients in advance. The firm also emphasizes the use of third‑party managers and a broad range of investment strategies and performs due diligence on service providers that include artificial intelligence components.
Client services
Expertise
Occupation focus
Fee options
Account minimum: $1,000,000 Minimum fee: Minimum fee generally 1%, maximum fee 2%, fees are individually negotiated
Main office
5619 R Street
Little Rock AR 72207
Advisors at this office
3
Most active in
Arkansas · California · Louisiana · Mississippi · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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