Joseph Gilliland
Joseph Gilliland is a registered investment advisor at Gilliland Jeter Wealth Management, LLC, based in Little Rock, AR, with 40 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 297 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gilliland Jeter Wealth Management's fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The fees are generally subject to a maximum of 2% and a minimum of 1%, depending on the level of engagement. The minimum portfolio value is generally $1,000,000. Fees are generally payable quarterly, in advance.
Location
5619 R Street, Little Rock, AR, 72207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is a member of the Foundation Board for Subiaco Abbey and Academy, overseeing endowments and capital since 2020. He dedicates minimal time to this role, helping review the performance of a third-party money manager.
Employment History
Current Registrations
Gilliland Jeter Wealth Management, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.