Unclaimed Profile

Jason Kyle Chepenik

RESOURCES INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 63, Series 65CFP26 years registeredRESOURCES INVESTMENT ADVISORS, LLC

4860 COLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 2559515Firm CRD# 106766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Kyle Chepenik · OVERLAND PARK, KS

Registration

CRD #2559515 · RESOURCES INVESTMENT ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Aug 2024 – present

ONEDIGITAL

Jan 2015 – present

LPL FINANCIAL LLC

Aug 2012 – Mar 2017

WINTER PARK, FL

INDEPENDENT FINANCIAL PARTNERS

Jan 2012 – Jul 2015

WINTER PARK, FL

NRP ADVISORS, INC.

Jan 2008 – Dec 2010

WINTER PARK, FL

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 1999 – Jan 2008

MAITLAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 27, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

2014Regulatory·Final

2012Regulatory·Final

2008Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ONEDIGITAL INVESTMENT ADVISORS LLC

CRD 106766 · SEC 801-40622

AUM

$107.1B

Regulatory assets under management

Employees

550

57,121 client accounts

Services offered by ONEDIGITAL INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ONEDIGITAL INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jason Kyle Chepenik offer?

Jason Kyle Chepenik specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Jason Kyle Chepenik's credentials?

Jason Kyle Chepenik holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Kyle Chepenik located?

Jason Kyle Chepenik is based in OVERLAND PARK, Kansas, working with RESOURCES INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Jason Kyle Chepenik charge for services?

Jason Kyle Chepenik's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESOURCES INVESTMENT ADVISORS, LLC?

RESOURCES INVESTMENT ADVISORS, LLC has approximately 550 employees and manages $107.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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