GILLILAND JETER WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- LITTLE ROCK, Arkansas
- CRD number
- 324403
- Registered since
- January 17, 2023
- Website
- www.gillilandjeter.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.33%
- Individuals20.49%
- Corporations / Businesses8.79%
- Insurance Companies0.39%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gilliland Jeter Wealth Management, LLC is an independent, owner-operated RIA that registered with the SEC in 2023. The firm acts as a capital allocator and provides fee-based advisory services billed as a percentage of assets under management. Its client base includes individual and family clients as well as institutional relationships. Core advisory capabilities listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. The firm does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds18%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities7%
- State & Local Bonds6%
Contacts
3 of 4PATRICIA FRANCE
CCOCRD 1462474
MATTHEW JETER
PrincipalCRD 2429347
JOSEPH GILLILAND
Senior Portfolio StrategistCRD 1391475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$94.9M in ETFs
79%
$74.6M
8%
$20.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $10.9M | 25,570 | 11.49% |
Location
LITTLE ROCK, AR
PULASKI
Location
LITTLE ROCK, AR
Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- PULASKI
- Address
- 5619 R St
- Time zone
- CT (UTC-6)
- Office locations
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