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Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700
Tampa, FL 33607
(813) 283-8413
Advisor Profile
Jarrod Rutledge,  CFP
Name:  Jarrod Rutledge, CFP
Phone Number:  (813) 283-8413
Website:  Visit Website

About Provident Wealth Management Group

"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.

General Information

Gender:    Male
CRD#:    4769331
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    FL, AL, PA
States Willing to do Business in:   
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    6
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses


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

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life


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 and 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
Prepared By: Jarrod Rutledge, CFP

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