A complete list of active advisors currently associated with Gilliland Jeter Wealth Management, LLC

Warmer can help you find a great advisor at Gilliland Jeter Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Gilliland Jeter Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.