Unclaimed Profile

Joseph Clayton Gilliland

GILLILAND JETER WEALTH MANAGEMENT, LLC·LITTLE ROCK, Arkansas

SIE, Series 7, Series 31, Series 63, Series 65Clean record35 years registeredGILLILAND JETER WEALTH MANAGEMENT, LLC

5619 R STREET, LITTLE ROCK, AR 72207CRD# 1391475Firm CRD# 324403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Clayton Gilliland · LITTLE ROCK, AR

Registration

CRD #1391475 · GILLILAND JETER WEALTH MANAGEMENT, LLC · 35 years registered

Brand Profile

Not yet started

Career History

GILLILAND JETER WEALTH MANAGEMENT, LLC

Apr 2023 – present

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2009 – Apr 2023

LITTLE ROCK, AR

CITIGROUP GLOBAL MARKETS INC.

May 2002 – Mar 2009

LITTLE ROCK, AR

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 1991 – May 2002

LITTLE ROCK, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 16, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GILLILAND JETER WEALTH MANAGEMENT, LLC

CRD 324403 · SEC 801-127199

AUM

$455M

Regulatory assets under management

Employees

879 client accounts

Services offered by GILLILAND JETER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GILLILAND JETER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Clayton Gilliland offer?

Joseph Clayton Gilliland specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LITTLE ROCK, Arkansas for a consultation.

What are Joseph Clayton Gilliland's credentials?

Joseph Clayton Gilliland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Clayton Gilliland located?

Joseph Clayton Gilliland is based in LITTLE ROCK, Arkansas, working with GILLILAND JETER WEALTH MANAGEMENT, LLC. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.

How does Joseph Clayton Gilliland charge for services?

Joseph Clayton Gilliland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GILLILAND JETER WEALTH MANAGEMENT, LLC?

GILLILAND JETER WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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