Gilliland Jeter Wealth Management, LLC

Matthew Jeter is a financial advisor at Gilliland Jeter Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 14 years and Educational Edge. Gilliland Jeter Wealth Management offers discretionary and non-discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a client-specific Financial Profile and Investment Plan implemented through a diverse mix of investment instruments and external sub-advisers, managing approximately $505 million in client assets.

Joseph Gilliland is a financial advisor with Gilliland Jeter Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining his current firm in 2023, he worked for Raymond James & Associates, Inc. for 14 years. He serves on the Finance and Investment Committee of Subiaco Abbey and Academy’s Foundation Board, overseeing endowment performance. Gilliland Jeter Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plans. The firm creates customized financial profiles and investment plans, utilizing a variety of asset classes and analytical methods, and manages approximately $505 million in client assets.

Christopher Morgan is a financial advisor at Gilliland Jeter Wealth Management, LLC with a Series 66 designation and three years of industry experience. His prior work includes roles at Raymond James & Associates and Diane Johnson Accounting, as well as experience as a student athlete and in agricultural operations. Gilliland Jeter Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plans. The firm uses a client-specific approach that combines fundamental, technical, quantitative, and charting analyses to implement investment plans across a broad range of asset classes.