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Joseph Clayton Gilliland

Gilliland Jeter Wealth Management, LLC

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About Joseph Clayton Gilliland

Joseph Gilliland is an investment advisor representative associated with Gilliland Jeter Wealth Management, LLC. Joseph has been in the industry since 1985 and has a wide range of experience. Joseph is currently registered with the state of Arkansas and Texas.

Firm Information

Joseph Gilliland is currently registered with Gilliland Jeter Wealth Management, LLC. Gilliland Jeter Wealth Management, LLC is a registered investment advisor based in Little Rock, Arkansas. The firm provides a range of wealth management services, including financial planning, portfolio management, pension consulting, and selection of other advisors. Gilliland Jeter primarily serves individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. As of their latest regulatory filing, they manage over $500 million in assets for 892 client accounts.
Gilliland Jeter Wealth Management, LLC

5619 R STREET

LITTLE ROCK, AR 72207

$505.34M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Gilliland’s Registration & Firm History

AR

06/22/2023 - Present

Gilliland Jeter Wealth Management, LLC (LITTLE ROCK AR)

AR

02/27/2009 - 04/13/2023

RAYMOND JAMES & ASSOCIATES, INC. (LITTLE ROCK AR)

AR

05/03/2002 - 03/23/2009

CITIGROUP GLOBAL MARKETS INC. (LITTLE ROCK AR)

NY

08/21/1985 - 05/16/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/08/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/17/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Clayton Gilliland.
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