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, SEC-registered registered investment adviser organized as an LLC. The firm launched its SEC registration in 2023 and is owned by an individual principal. It serves both individual and family clients as well as institutional clients, operating under a percentage-of-assets fee model. Core advisory services listed include financial planning, portfolio management for individuals and for businesses or institutions, pension consulting and manager selection — the firm also identifies itself as a capital allocator rather than a pure market-timer or single-strategy shop. FINTRX notes that the firm is not 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 Equities56%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents9%
- State & Local Bonds7%
- Non-Exchange Traded Equities6%
Contacts
3 of 4
Patricia 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 81Active vs passive
$120M in ETFs
77%
$91.9M
11%
$27.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $12.8M | 102,804 | 10.68% |
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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