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Jason Chepenik

Managing Partner

Jason Chepenik is a respected leader in his field, a trusted advisor to his clients and a good friend to his colleagues and Winter Park community. During his 17 years in the investment and retirement industry, he has served several Fortune 1000 companies, earned numerous accolades, and consulted on more than a billion dollars of plan assets. But what he is best known for is his unbridled energy and passion. Whether he’s speaking out on fiduciary best practices, testifying before the Department of Labor on matters pertaining to retirement plans, lending his financial expertise to a local non-profit, or serving up a plate of crawfish at the annual Chepenik Financial crawfish boil, Jason pours his heart and soul into everything he does. Which is no surprise. After all, you don’t become one of the successful retirement plan managers in the country (PLANSPONSOR, 2008) without going beyond what is expected of you every single day.

Professional Highlights:

  • 17 years Investment/Retirement Industry Experience

  • Named to 2011 The 401kWire 60 Most Influential DC Advisors

  • 2010 Top Advisor in the Mid-Market Retirement Plan space by the 401kWire

  • 2010 401kWire “100 Most Influential People in the Defined Contribution Industry” Recipient

  • 2009 401kWire “Top 40 Defined Contribution Advisor” Recipient

  • 2009 Institutional Investor “Rising Star” Recipient

  • BlackRock Defined Contribution Council Member (2010 – 2012)

  • Prudential Financial Advisory Council

  • Putnam DC Advisory Council (2010 – 2012 Member)

  • PIMCO DC Advisory Board (Founding Member)

  • Accredited Investment Fiduciary (AIF®) since 2007

  • A Certified Financial Planner (CFP®) since 2002