Jason
Chepenik

Resources Investment Advisors

CRD#2559515
Investment Advisor
in Orlando, FL
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

429 S. Keller Road Suite 310
Orlando, FL 32810

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Resources Investment Advisors Brokerage Details

Total Assets Under Management

$10,353,903,461

FL Average: $2,243,162,756
Total Number of Employees

145

FL Average: 44
Total Number of Accounts

8,136

FL Average: 4,091
Average Account Size

$1,272,604

FL Average: $548,316

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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.

2017 - Present (2 years)

Triad Advisors, Inc

2015 - Present (4 years)

Resources Investment Advisors

2010 - 2017 (7 years)

Lpl Financial, LLC

2010 - 2015 (5 years)

Independent Financial Partners

2008 - 2010 (2 years)

Nrp Financial, Inc

2008 - 2010 (2 years)

Nrp Advisors, Inc

Disclosures

Jason Chepenik has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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