Jason Chepenik
Jason Chepenik is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 31 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (4)
Regulatory
July 2014Regulatory
November 2012Regulatory
January 2012Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Jason is a managing partner at Chepenik Financial focusing on fixed insurance and employee benefits, dedicating about half his time. He also owns JKC Trademarks and serves on the board of directors for several organizations, including Greater Orlando Society of Human Resources, Treehouse Foundation, and Massey Foundation.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.