Resources Investment Advisors
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About this Advisor
Jason Chepenik is a certified financial planner who works in Orlando, Florida. Currently an advisor with Resources Investment Advisors, Chepenik has 10 years of professional experience. Chepenik holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Chepenik can serve clients in Florida and Texas. Throughout their career, Chepenik has worked at Nrp Financial, Inc, Nrp Advisors, Inc, Lpl Financial, LLC, Independent Financial Partners, Resources Investment Advisors and Triad Advisors, Inc. Resources Investment Advisors is based out of Orlando, Florida, and has 27 other offices across the nation. In aggregate, Resources Investment Advisors manages $10 billion in assets throughout 8,136 client accounts and retains more than 145 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 7,300 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 8,136 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Resources Investment Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Resources Investment Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason Chepenik Work History
Jason has 10 years of experience.
Triad Advisors, Inc
Resources Investment Advisors
Lpl Financial, LLC
Independent Financial Partners
Nrp Financial, Inc
Nrp Advisors, Inc
Jason Chepenik has disclosures.
Please visit their SEC profile for more details.