# Joseph Gilliland

> Joseph Gilliland is a fee-only financial advisor at Gilliland Jeter Wealth Management in Little Rock, Arkansas. Joseph focuses on retirement planning, estate & legacy planning and tax planning. Gilliland Jeter Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-gilliland/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Gilliland Jeter Wealth Management
- **Based in:** Little Rock, Arkansas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $569.1M across 836 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees
- **CRD:** 1391475 (https://adviserinfo.sec.gov/individual/summary/1391475)
- **SEC registration:** Investment adviser representative in AR, TX
- **Exams passed:** Series 63 (1985), Series 65 (1994)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.gillilandjeter.com/

## Frequently asked questions

### Is Joseph Gilliland a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Gilliland Jeter Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Gilliland Jeter Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Joseph Gilliland based?

Joseph Gilliland is based in Little Rock, Arkansas.

### What does Joseph specialize in?

Joseph's specialties include retirement planning, estate & legacy planning and tax planning. Joseph works with retirees.

### Is Joseph Gilliland registered with the SEC?

Yes. Joseph Gilliland is registered as an investment adviser representative in AR and TX (CRD 1391475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Gilliland Jeter Wealth Management manage?

Gilliland Jeter Wealth Management reports $569.1M across 836 accounts in assets under management.

### How do I contact Joseph Gilliland?

Through Joseph's website, www.gillilandjeter.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1391475): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.gillilandjeter.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.