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They include 236 individual clients, 55 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gilliland Jeter Wealth Management offer?","answer":"Gilliland Jeter Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Gilliland Jeter Wealth Management charge?","answer":"Gilliland Jeter Wealth Management charges 1.00%–2.00% for its Portfolio management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.","source":"GILLILAND JETER WEALTH MANAGEMENT FORM ADV PART 2A, filed 27 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gilliland Jeter Wealth Management use?","answer":"Gilliland Jeter Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $569M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gilliland Jeter Wealth Management have?","answer":"Gilliland Jeter Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gilliland Jeter Wealth Management invest in?","answer":"At the end of its last fiscal year, Gilliland Jeter Wealth Management’s separately managed accounts held 56% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 7% state and local bonds, 6% non-exchange-traded equities, 2% U.S. government and agency bonds, 1% high-yield corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gilliland Jeter Wealth Management?","answer":"Gilliland Jeter Wealth Management’s direct owners are Matthew Jeter (50% to 75%), Patricia France (5% to 10%) and Joseph Gilliland (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gilliland Jeter Wealth Management get paid?","answer":"Gilliland Jeter Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Gilliland Jeter Wealth Management registered with the SEC?","answer":"Yes, Gilliland Jeter Wealth Management has been registered with the SEC as an investment adviser since 17 January 2023. Its CRD number is 324403 and its SEC file number is 801-127199.","source":"Form ADV Part 1A, Item 1, filed 16 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Gilliland Jeter Wealth Management?","answer":"Gilliland Jeter Wealth Management’s main office is at 5619 R Street, Little Rock, AR 72207. Its phone number is 501-902-4951. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}