G
CRD: 324403
Gilliland Jeter Wealth Management, LLC
$569.1M Total AUM
$514.7M Disc. AUM
-- 3Y CAGR
4 Employees
297 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2022
- Office Locations
- 1
Office Locations
5619 R Street Little Rock AR
About Gilliland Jeter Wealth Management, LLC
Gilliland Jeter Wealth Management, LLC is a Little Rock-based RIA. The firm has been operating for 3 years. Managing $569.1M in total assets under management, with 3 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$189.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MATTHEW SCOTT JETER
Principal
- CRD
- #2429347
- Ownership
- 50% but less than 75%
Available
Available
Available
JOSEPH CLAYTON GILLILAND
Financial Advisor
- CRD
- #1391475
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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Christopher Cole Morgan
Financial Advisor, Senior Portfolio Manager
- CRD
- #7571822
Available
Available
Available
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $514,707,807 | $662,430 |
| Non-Discretionary | $54,385,934 | $921,795 |
| Total | $569,093,741 | $680,734 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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