Jeffrey Weronick
Jeffrey Weronick is a ChFC-designated registered investment advisor at Fifth Third Securities, INC., based in Newnan, GA, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
1472 Newnan Crossing Blvd, Newnan, GA, 30265
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey operates under the DBA Delta Community Retirement & Investment Services for his LPL business. He also owns PTC Pet Nanny, LLC and spends minimal time on it, and sells non-variable insurance through Ash Brokerage, dedicating minimal time to it.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Dempsey Financial Network, INC.Broker
Ifg Network Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.