Gilliland Jeter Wealth Management, LLC
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Overview
Gilliland Jeter Wealth Management, LLC is a financial advisor firm that has its headquarters in Little Rock, Arkansas. The company has a small team, including 3 financial advisors. Gilliland Jeter Wealth Management, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like bonds, stocks and options.
Gilliland Jeter Wealth Management, LLC's headquarters is located at 5619 N R Street, Little Rock, Arkansas 72207. It is legally permitted to serve customers in the state of Arkansas.
Number of Advisors
Disclosures
Office Location
Gilliland Jeter Wealth Management, LLC by the Numbers
4
Products and Services
Gilliland Jeter Wealth Management, LLC provides a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and security rating services. However, the company did not provide financial planning services to any of its accounts in the previous fiscal year. It does not sell products or offer services other than investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically are based on the services offered. However, fees billed by Gilliland Jeter Wealth Management, LLC typically consist of the following fee structure: asset-based. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Gilliland Jeter Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Gilliland Jeter Wealth Management, LLC
Little Rock, AR
Little Rock, AR
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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