Joseph Gilliland
Gilliland Jeter Wealth Management · Little Rock, Arkansas
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.
Request an introduction to Joseph →
Specialties
Who they serve
- Retirees
Facts
| Firm | Gilliland Jeter Wealth Management |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $569.1M across 836 accounts |
| SEC registration | Investment adviser representative in AR, TX · CRD 1391475 |
| Exams passed | Series 63 (1985) · Series 65 (1994) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.gillilandjeter.com |
| Profile |
How Joseph's firm compares
- Gilliland Jeter Wealth Management's average account is about $681,000, from its Form ADV (assets managed divided by 836 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Gilliland Jeter Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.