Jason Heinzelmann


Jason Heinzelmann, CRPC®
Founding Partner
jason.heinzelmann@ProvidentWMG.com
813.240.6655

Jason Heinzelmann is a founding partner of Provident Wealth Management Group as well as a

Chartered Retirement Planning Counselor . He started his career in the financial services

industry as a market maker trading institutional money in 2002. Jason enjoyed the analytic

aspects of market making but really wanted a profession that allowed him to work closely with

people, not just numbers. So, in 2004 he decided to become a financial advisor. He joined a

major financial services company, where he worked as a financial advisor and advisor coach.

He truly enjoyed the close relationships he developed with many of his clients, however he had a

vision of a financial planning practice that was independent. 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, Jason 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 over 15 years of experience helping individuals and small business owners plan for

their financial goals, Jason feels confident in his ability to be able to provide top notch

personalized financial advice while being backed by the largest independent broker dealer in the

US*. He thoroughly enjoys the role of trusted advisor and the meaningful relationships that he has

developed with his clients by partnering with them to help pursue their goals.

Jason received a Bachelor’s Degree from the University of South Florida where he met his wife,

Emily. They are the proud parents of 4 children. Their oldest daughter Kaitlyn is very active in the

Sickles High School Band and her church youth group, their son Ben plays football, volleyball,

soccer, runs track, and occasionally crushes his father in a 5k race. Ella stays busy keeping

everyone else on their toes and playing soccer. They also recently welcomed a new addition to

the family. Lyla Jae was born in February of 2019 and is doing what healthy babies do–eating

ravenously, filling diapers, depriving her parents of sleep, but filling their hearts with joy. In his free

time Jason coaches youth football and spends time outdoors with his family camping and fishing.

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

 

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