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GILLILAND JETER WEALTH MANAGEMENT, LLC

LITTLE ROCK, AR · CRD 324403 · IAPD ↗ · gillilandjeter.com · 501-902-4951

$569.1MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — GILLILAND JETER WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($454.5M -> $505.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
May 2024 — GILLILAND JETER WEALTH MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — GILLILAND JETER WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — GILLILAND JETER WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2024 — GILLILAND JETER WEALTH MANAGEMENT, LLC now reports custody of client assets ($138.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.