Jason Kyle Chepenik

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 02/2017
  Lpl Financial, Llc
  Winter Park, FL
• 01/2015 → Present
  Onedigital Investment Advisors Llc
  Leawood, KS
• 02/2017 → 08/2024
  Triad Advisors, Inc.
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Orlando, FL

Previous Registrations

• 2012-08-29 → 2017-03-02
  Lpl Financial Llc
  Bryan, OH
  Winter Park, FL
• 2012-01-17 → 2015-07-28
  Independent Financial Partners
  Winter Park, FL
• 2008-01-24 → 2010-12-01
  Nrp Advisors, Inc.
  Winter Park, FL
• 1999-09-27 → 2008-01-25
  Osaic Fa, Inc.
  Orlando, FL
  Maitland, FL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-18
• S63 Uniform Securities Agent State Law Examination
  1994-12-27

Designations

• Certified Financial Planner

Other Names

• Jason Chepenik