JC
Jason K. Chepenik
ONEDIGITAL
Orlando, FL 32801
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CRD#: 2559515
JC
Professional summary
Jason Kyle Chepenik, CFP®, who also goes by Jason Chepenik, is a registered financial advisor currently at ONEDIGITAL located in Orlando, Florida and OSAIC WEALTH, INC. located in Orlando, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jason has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Chepenik
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CHEPENIK FINANCIAL; INVESTMENT RELATED; 301 E PINE STREET, SUITE 650, ORLANDO FL 32801; FIXED INSURANCE & EMPLOYEE BENEFITS; MANAGING PARTNER; 10/1/1999; 100 HRS/MONTH; 4-6 HRS DURING TRADING; OWNER JKC TRADEMARKS; 301 E PINE STREET, SUITE 650, ORLANDO FL 32801; TRADEMARKS RELATED TO COMMUNICATION; OWNER; 10/2019; 0 HRS/MONTH; 0 HRS DURING TRADING; OWN SEVERAL TRADEMARKS GREATER ORLANDO SOCIETY OF HUMAN RESOURCES (GOSHRM); NOT INVESTMENT-RELATED; WINTER PARK, FL 32789; BOARD OF DIRECTOR, DIRECTOR OF ENGAGEMENT; HR TRADE ASSOCIATION; 9/2024; 1 HOUR/MONTH DEVOTED; 1 HOUR DURING SECURITIES TRADING HOURS; HR TRADE ASSOCIATION TREEHOUSE FOUNDATION; NOT INVESTMENT RELATED; WINTER PARK, FL 32789; BOARD MEMBER; 9/2024; 1 HOUR/MONTH DEVOTED; 1 HOUR DURING SECURITIES TRADING HOURS; SUPPORT CHILDREN AND FAMILIES IN NEED. FOCUS ON LOWER SOCIO DEMOGRAPHIC PARTS OF THE CENTRAL FL COMMUNITY MASSEY FOUNDATION; NOT INVESTMENT RELATED; WINTER PARK, FL 32789; BOARD MEMBER; 10/2024; 5 HOURS/MONTH DEVOTED; 1 HOUR DURING SECURITIES TRADING HOURS; PRIVATE FOUNDATION FOR ONE OF CENTRAL FL WEALTHIEST FAMILIES AIMED TO SUPPORT KIDS AND THE ORLANDO COMMUNITY
CRS (Client Relationship Summary) - RIA
Click below to view Jason Kyle Chepenik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
January 7, 2015 - Present
ONEDIGITAL
Office #1: 301 East Pine Street Suite 1100, Orlando, FL 32801RIA
CRD#: 106766
Orlando, FL
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 301 East Pine Street Suite 650, Orlando, FL 32801RIA
BD
CRD#: 23131
Orlando, FL
Past
February 22, 2017 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Orlando, FL
Past
August 29, 2012 - March 2, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
WINTER PARK, FL
Past
January 17, 2012 - July 28, 2015
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
WINTER PARK, FL
Past
November 30, 2010 - March 2, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
WINTER PARK, FL
Past
January 24, 2008 - December 1, 2010
NRP ADVISORS, INC.
RIA
CRD#: 141430
WINTER PARK, FL
Past
January 24, 2008 - November 30, 2010
NRP FINANCIAL, INC.
BD
CRD#: 103717
WINTER PARK, FL
Past
September 27, 1999 - January 25, 2008
OSAIC FA, INC.
RIA
CRD#: 3978
MAITLAND, FL
Past
September 27, 1999 - April 10, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
MAITLAND, FL
Past
September 27, 1999 - January 25, 2008
OSAIC FA, INC.
BD
CRD#: 3978
MAITLAND, FL
Past
December 22, 1994 - October 1, 1999
LEGG MASON WOOD WALKER, INCORPORATED
BD
CRD#: 6555
BALTIMORE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
Registered Investment Advisory firm - (1/22/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/23/2024)
RR
Arizona(8/23/2024)
RR
California(8/23/2024)
RR
Connecticut(8/23/2024)
RR
District of Columbia(8/23/2024)
IAR
Florida(2/25/2015)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
RR
Illinois(8/23/2024)
RR
Kentucky(8/23/2024)
IAR
Louisiana(7/2/2024)
RR
Louisiana(8/23/2024)
RR
Maryland(8/23/2024)
RR
Nevada(8/23/2024)
RR
New Mexico(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Ohio(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
South Carolina(8/23/2024)
RR
Tennessee(8/23/2024)
IAR
Texas(1/7/2015)
RR
Texas(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | SHA RETIREMENT GROUP | SERVICE PLANNING CORPORATION | RETIREMENT PARTNER ADVISORS (RPA) | RETIREMENT BENEFITS GROUP | RESOURCES INVESTMENT ADVISORS, LLC | RESOURCES INVESTMENT ADVISORS INC | RESOURCES INVESTMENT ADVISORS | PROSPERITY FINANCIAL GROUP MIDWEST (PFG) | PRAXIS CONSULTING | PENSION INVESTMENT SERVICES, LLC | ONEDIGITAL RETIREMENT AND WEALTH | ONEDIGITAL INVESTMENT ADVISORS LLC | ONEDIGITAL INVESTMENT ADVISORS | ONEDIGITAL FINANCIAL SERVICES | ONEDIGITAL | MONTGOMERY RETIREMENT PLAN ADVISORS | LEGACY ASSET MANAGEMENT | KZ WEALTH | KEYSTONE RETIREMENT & INSURANCE ADVISORS | KB FINANCIAL | JFL TOTAL WEALTH MANAGEMENT | IMPACT BENEFITS & RETIREMENT | HM CAPITAL MANAGEMENT | GROEBL BROTHERS | GOULDIN & MCCARTHY | GHC ASSOCIATES | GENERATIONS WEALTH PLANNING | FUTURE BENEFITS | FULCRUM PARTNERS | FLORIDA PENSION GROUP | FIDUCIARY PLAN ADVISORS | EAST MAIN STREET ADVISORS | CLEARVIEW ADVISORY | CHEPENIK FINANCIAL | CAPSTONE ADVISORY GROUP | CAFARO GREENLEAF | BUKATY MORRIS RETIREMENT SERVICES | BUKATY MORRIS RETIREMENT PLAN SERVICES | BUKATY COMPANIES WEALTH MANAGEMENT | BUKATY COMPANIES RETIREMENT PLAN SERVICES | BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT | BUKATY COMPANIES FINANCIAL SERVICES | ATLANTA RETIREMENT PARTNERS | ASI WEALTH MANAGEMENT | AREA FINANCIAL | ACT 2 RETIREMENT CONSULTING | 401K ADVISORS INTERMOUNTAIN | 401(K) RESOURCES | 401(K) ADVISORS INTERMOUNTAIN
CRD#: 106766 / SEC#: 801-40622
RIA
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Contact information
Main Address
11101 Switzer Road Suite 200, Overland Park, KS 66210
Mailing Address
Phone number
(877) 742-2021
Established
Firm type
Fiscal year end
# of Employees
610
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,423 |
| AUM (Assets Under Management) | $ 142,602,344,768 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 08/27/2024 | ||
| 10/16/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONEDIGITAL
CRD#: 106766Orlando, FL 32801TRUST BUT VERIFY
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