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CFP
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CFP

Jarrod Rutledge

Iht Wealth Management LLC
22 Years of Experience
Tampa, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jarrod Rutledge is a CFP-designated registered investment advisor at Iht Wealth Management LLC, based in Tampa, FL, with 22 years of industry experience. Jarrod is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.

Iht Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

401 E. Jackson Street, Suite 3675, Tampa, FL, 33602

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Denied
Customer Dispute
December 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jarrod markets and potentially sells fixed insurance products through Provident Wealth Management Group (PWMG II), dedicating a few hours per week. He also provides investment advisory services through IHT Wealth Management, spending nearly full-time on this activity.

Employment History
Current Registrations
Iht Wealth Management LLC
March 2019 - Present · 7 yrs 7 mos
LPL Financial LLCBroker
February 2010 - Present · 16 yrs 8 mos
Previous Registrations
LPL Financial LLC
July 2015 - July 2015 · 0 mos
Independent Financial Partners
March 2010 - December 2018 · 8 yrs 9 mos
Ameriprise Financial Services, INC.
June 2004 - March 2010 · 5 yrs 9 mos
Ameriprise Financial Services, INC.Broker
May 2004 - March 2010 · 5 yrs 10 mos
Ids Life Insurance CompanyBroker
May 2004 - July 2006 · 2 yrs 2 mos
State Registrations24 states
ALCACOCTFLGAILMAMIMNMOMSNCNMNYOHOKPASCTNTXUTVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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