Jarrod Rutledge


Jarrod Rutledge, CFP®
Founding Partner
jarrod.rutledge@ProvidentWMG.com
813.283.8413

Jarrod Rutledge is a founding partner of Provident Wealth Management Group as well as a CERTIFIED FINANCIAL PLANNER™ Certificant. Jarrod started his career at a major financial services company in 2004, where he worked as a financial advisor and advisor coach. However, he had a vision of a financial planning practice that was independent, but he did not want to lose out on the “big company” feel and support of a major financial institution like he had grown accustomed to.

So, in 2010, he decided to co-found Provident Wealth Management Group and open an independent financial planning firm utilizing LPL Financial and now IHT Wealth Management. Because LPL Financial does not offer any investment products of its own, Jarrod was able to fulfill his desire to keep the big company feel and support of a major financial services company without having to jeopardize the independent and objective nature of his advice and recommendations.

Now, with 15 years of experience helping individuals and small business owners plan for their financial goals, Jarrod feels confident in his ability to be able to provide top notch financial advice while still being backed by the largest independent broker dealer in the US*. He thoroughly enjoys the meaningful relationships that he has developed with his clients over the years and educating them on their important financial decisions.

Jarrod received a Bachelor of Science in Business Economics from the University of South Florida. After many years of working towards attaining the designation of CERTIFIED FINANCIAL PLANNER™, Jarrod is proud to have achieved one of the most well-respected designations in his field.

Jarrod and his wife Sarah are the proud parents of son Peyton and 2 daughters Kailey and Rebekah. When he is not working, Jarrod enjoys playing golf and coaching his son’s baseball team.

 

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

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