Gilliland Jeter Wealth Management, Llc
- Regulatory AUM
- $569M
- Discretionary
- $515M
- Clients
- 297
- Avg AUM / client
- $1.9M
- Accounts
- 836
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 236 | $117M | 20.5% |
| High net worth individuals | 55 | $400M | 70.3% |
| Insurance companies | Fewer than 5 clients | $2.2M | 0.39% |
| Corporations and other businesses | 6 | $50.0M | 8.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lumber One Profit Sharing Plan Lumber One Home Center Of Stuttgart, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| France, Patricia, Rene | Chief Compliance Officer | Dec 2022 (4y) | 5% – 10% | |
| Matthew Scott Jeter | Principal | Dec 2022 (4y) | 25% – 50% | |
| Joseph Clayton Gilliland | Senior Portfolio Strategist | Mar 2023 (3y) | 25% – 50% | |
| Christopher Cole Morgan | Registered representative | Aug 2023 (3y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lumber One Profit Sharing Plan | Lumber One Home Center Of Stuttgart, Inc. | 160 | $5.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $569M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗