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MJ

Matthew S. Jeter

GILLILAND JETER WEALTH MANAGEMENT
Little Rock, AR 72207
Some features on this profile are disabled
CRD#: 2429347
MJ

Professional summary


Matthew Scott Jeter, who also goes by Matt Jeter, is a registered financial advisor currently at GILLILAND JETER WEALTH MANAGEMENT, LLC located in Little Rock, Arkansas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Jeter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Name of Business: Abbey Fund L.l.c. Address: 1821 Beechwood, Little Rock, AR, 72207, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/23/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I help develop strategic plans for this long term real estate investment (2)Name of Business: Bunny L.L.C. Address: 1821 Beechwood Street, Little Rock, AR, 72207, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/02/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: securing and managing tenants for this property although my wife will be doing 90% of this as she is in the property management business (3)Name of Business: Court Street Hospitality Address: 1821 Beechwood Street, Little Rock, AR, 72207, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none (4)Name of Business: Fayetteville Rentals Address: 1821Beechwood, Little Rock, AR, 72207, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/31/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am involved in decision making regarding possible purchases or sales of real estate in the Fayetteville Arkansas area (5)Name of Business: Jeter Properties L.l.c. Address: 1821 Beechwood, Little Rock, Ar, 72207, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/01/2001 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am responsible for negotiating leases with the tenants that farm my land. I am also responsible for dealing with my lending institution. From time to time I am responsible for overseeing any land improvements. (6)Name of Business: Victory Street L.L.C. Address: 1821 Beechwood Street, Little Rock, AR, 72207, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/09/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: rental property - I manage and own (7)Name of Business: Walker Jones Land Co. Address: 1821 Beechwood Street, Little Rock, ar, 72207, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 01/01/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: VP

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Scott Jeter's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 3, 2023 - Present

GILLILAND JETER WEALTH MANAGEMENT, LLC

Office #1: 5619 R Street, Little Rock, AR 72207
RIA
CRD#: 324403
Little Rock, AR
Past

February 27, 2009 - April 18, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
LITTLE ROCK, AR
Past

February 27, 2009 - April 18, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
LITTLE ROCK, AR
Past

September 6, 2000 - March 20, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
LITTLE ROCK, AR
Past

August 25, 2000 - March 20, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
LITTLE ROCK, AR
Past

April 30, 1996 - August 29, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 15, 1994 - April 26, 1996

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GJ
GILLILAND JETER WEALTH MANAGEMENT, LLC
GILLILAND JETER WEALTH MANAGEMENT, LLC

CRD#: 324403 / SEC#: 801-127199

RIA
Registered Investment Advisory firm - (1/17/2023 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(4/3/2023)
IAR
Texas
(6/22/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/22/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 6/6/1996
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


GJ
GILLILAND JETER WEALTH MANAGEMENT, LLC
GILLILAND JETER WEALTH MANAGEMENT, LLC

CRD#: 324403 / SEC#: 801-127199

RIA
Registered Investment Advisory firm - (1/17/2023 Approved)
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Contact information


Main Address
5619 R Street, Little Rock, AR 72207
Mailing Address
Phone number
(501) 902-4951
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GILLILAND JETER WEALTH MANAGEMENT FORM ADV PART 2A (2/26/2025)

Regulatory assets under management


Total Number of Accounts892
AUM (Assets Under Management)$ 505,337,142

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GILLILAND JETER WEALTH MANAGEMENT, LLC

CRD#: 324403Little Rock, AR 72207

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