"The mission of Provident Wealth Management Group is to provide each of our clients with customized 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.
Jarrod Rutledge
CFP®
Jarrod Rutledge is a founding partner of Provident Wealth Management Group and a Certified Financial Planner® Certificant. He began his career in 2004 with a major financial services company as a financial advisor and coach. With a vision for an independent practice, he co-founded Provident Wealth Management Group in 2010, leveraging LPL Financial and IHT Wealth Management to maintain the support of a large institution while offering independent, personalized advice.
With over 21 years of experience helping individuals and small business owners pursue their financial goals, Jarrod takes pride in providing top-notch financial advice while being supported by the largest independent broker-dealer in the U.S.* He values the meaningful relationships he's built with clients and enjoys educating them on crucial financial decisions.
Jarrod earned a Bachelor of Science in Business Economics from the University of South Florida and worked diligently to achieve his Certified Financial Planner® designation, one of the most respected credentials in the industry. Outside of work, he enjoys golfing, spending time with his wife, Sarah, and their children, Peyton, Kailey, and Rebekah.
Ryan Peeler
CFP®
Ryan Peeler is a Financial Planner in the Tampa Bay area with over six years of experience in the financial services industry. He holds a Bachelor's of Science in Personal Financial Planning from the University of South Florida and earned the prestigious Certified Financial Planner (CFP) designation in 2022, demonstrating his commitment to excellence.
Affiliated with LPL Financial, the largest independent broker-dealer in the U.S.*, and representing his practice through IHT Wealth Management, Ryan is dedicated to professionalism and integrity. He specializes in comprehensive financial and retirement planning, ensuring that each client's unique goals are central to every strategy. His client-focused approach aims to provide a personalized experience that transcends typical financial transactions.
When not working, Ryan enjoys golfing, fishing, and spending quality time with his wife, Rachel and daughter Rylee. These activities reflect his commitment to maintaining a balanced lifestyle, a value he applies to helping clients achieve balance and prosperity in their financial lives.
General Information |
| Firm Start Year: | 2010 | |
| Insurance License#: | E111794 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial and Charles Schwab |
| States Licensed in: | AL, CO, FL, GA, IL, MI, SC |
| Number of Years with Current Firm: | 15 |
| Work Experience: | 2004-2010 - Financial Advisor and Advisor Coach with Ameriprise Financial 2010-Present - Co-Founder of Provident Wealth Management Group |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Video Conference, Our Offices, Your Home, Our Office, Phone, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life |
Firm Information |
| Assets Managed by Firm: | $90,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Commissions, Flat Fee, Based on Assets |
Education |
| Bachelor's of Science - Business Economics | University of South Florida - Tampa, FL 08/2000-05/2004 |
| Bachelor's of Science - Personal Financial Planning | University of South Florida - Tampa, FL 08/2015-12/2019 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Disclaimer |
| Securities offered through LPL Financial, Member FINRA.org/SIPC.org. Investment Advice offered through IHT Wealth Management, a Registered Investment Advisor. IHT Wealth Management and Provident Wealth Management Group are separate entities from LPL Financial
*As reported by Financial Planning magazine, 1996-2023, based on total revenue. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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