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Patricia Rene France

GILLILAND JETER WEALTH MANAGEMENT, LLC·LITTLE ROCK, Arkansas
SIE, Series 7, Series 9, Series 10, Series 63Clean recordGILLILAND JETER WEALTH MANAGEMENT, LLC
5619 R STREET, LITTLE ROCK, AR 72207CRD# 1462474Firm CRD# 324403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Rene France · LITTLE ROCK, AR
Registration
CRD #1462474 · GILLILAND JETER WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GILLILAND JETER WEALTH MANAGEMENT, LLC
CRD 324403 · SEC 801-127199
AUM
$455M
Regulatory assets under management
Employees
4
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
Introduction

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04

Frequently Asked Questions

What services does Patricia Rene France offer?
Patricia Rene France specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LITTLE ROCK, Arkansas for a consultation.
What are Patricia Rene France's credentials?
Patricia Rene France is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Rene France located?
Patricia Rene France 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 Patricia Rene France charge for services?
Patricia Rene France'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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