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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kyle Chepenik is a financial advisor with OneDigital Investment Advisors. Jason has been in the industry since December 1994, and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Jason specializes in financial planning, pension consulting, and portfolio management. Jason holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Jason is also a Certified Financial Planner. Jason is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
01/07/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
FL
02/22/2017 - 08/23/2024
TRIAD ADVISORS LLC (Orlando FL)
FL
11/30/2010 - 03/02/2017
LPL FINANCIAL LLC (WINTER PARK FL)
FL
01/24/2008 - 11/30/2010
NRP FINANCIAL, INC. (WINTER PARK FL)
FL
09/27/1999 - 01/25/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)
FL
09/27/1999 - 04/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (MAITLAND FL)
MD
12/22/1994 - 10/01/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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