CRD: 324403
Gilliland Jeter Wealth Management, LLC
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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
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.
Reported data analysis
What the numbers show
Between February 26, 2025 and July 16, 2026, reported AUM increased 12.6%, from $505.3M to $569.1M.
Across 4 reported observations, AUM increased 41.6% between November 15, 2023 and July 16, 2026, from $401.8M to $569.1M.
Of the latest reported AUM, 90.4% is discretionary and 9.6% is non-discretionary.
The firm reports 3 advisory representatives and 297 clients, or 99 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Gilliland Jeter Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW SCOTT JETER
Principal
- CRD
- #2429347
- Ownership
- 50% but less than 75%
JOSEPH CLAYTON GILLILAND
Financial Advisor
- CRD
- #1391475
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Christopher Cole Morgan
Financial Advisor, Senior Portfolio Manager
- CRD
- #7571822
Showing 1 of 4 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Gilliland Jeter Wealth Management, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gilliland Jeter Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.