Joseph Clayton Gilliland

Employer firm

Gilliland Jeter Wealth Management, LLC CRD 324403

$569M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 04/2023
  Raymond James & Associates, Inc
  Little Rock, AR
• 04/2023 → Present
  Gilliland Jeter Wealth Management, Llc
  Little Rock, AR

Previous Registrations

• 2009-02-27 → 2023-04-13
  Raymond James & Associates, Inc.
  Little Rock, AR
  Fort Smith, AR
• 2002-05-03 → 2009-03-23
  Citigroup Global Markets Inc.
  Little Rock, AR
  Little Rock, AR
• 1991-01-16 → 2002-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR

Other Businesses

Name of Business: Subiaco Abbey and Academy; Address: Subiaco, AR, United States; Activity Type: Board Member, Board Subcommittee Member; Position/Title: Member of the Finance/Investment Committee; Investment Related: Yes; Start Date: 05/15/2020; Hours per month devoted to this business: 0-1 hour; Hours per month devoted to this business during trading hours: 0-1 hour; Description of duties: Mr. Gilliland is a member of the Foundation Board that oversees Subiaco's endowments and other capital. In this role, he helps review the performance of a third-party discretionary money manager but does not advise about individual investments.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-08
• S63 Uniform Securities Agent State Law Examination
  1985-09-18

Other Names

• Joseph Clayton Gilliland
• Clay Gilliland
• Clay Clayton Gilliland