Provident Wealth Management Group | Financial Advisor in Tampa ,FL

3030 North Rocky Point Drive West, Suite 700
Tampa, FL 33607
Phone: (813) 283-8413

CERTIFIED FINANCIAL PLANNER?


About

"The mission of Provident Wealth Management Group is to provide
each of our clients with unbiased well researched advice, industry
leading products, and exceptional personalized service, while
acting in their best interest at all times."We are independent
financial advisors with LPL Financial. We focus on the preservation
of wealth, investment growth, maintaining income during retirement
years, and our client?s protection needs. We provide our clients
with ongoing advice and support, periodic face-to-face service
meetings, portfolio rebalancing, and asset allocation analysis. At
Provident Wealth Management Group we work to benefit and enrich the
lives of our clients by upholding our high standard of care. We
work without the constraints of proprietary products, conflicts of
interest, or hidden agendas. We offer our clients unparalleled
financial advice and first-class service and investment
products. Securities offered through LPL Financial, member
FINRA/SIPC. Investment Advice offered through Provident Wealth
Management Group, A Registered Investment Advisor and separate
entity from LPL Financial.

12 Years of Experience



General Information
Name of Broker/Dealer:   LPL Financial
States Licensed in:   FL, AL, PA
Number of Years with Current Firm:   6
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   At your home , At your office , At my office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life
Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   50000
Compensation Methods:   Flat Fee , Commissions , Based on Assets



FAQs

Jarrod Rutledge,  CFP

Jarrod Rutledge, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Jarrod Rutledge is a Founding Partner of Provident Wealth Management Group as well as a Registered Representative with LPL Financial. He holds the designation of CERTIFIED FINANCIAL PLANNER?. Jarrod brings a broad range of experience gained over many years as a financial advisor. As a business owner himself, Jarrod understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jarrod specializes in helping business owners and professionals work towards their financial goals using advanced financial planning techniques. LPL Financial offers no investment products of its own and doesn?t engage in investment banking activities. This enables Jarrod to devote his energies not to product quotas, but to understanding and pursuing each client?s individual financial objectives using unbiased investment recommendations. Jarrod is a Florida native, and graduated from the University of South Florida. Jarrod and his wife Sarah are the proud parents of their 10 year old son Peyton, 8 year old daughter Kailey, and 2 year old daughter Rebekah.

My Team


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM