Jeffrey Weronick
Jeffrey Weronick is a ChFC-designated registered investment advisor at Fifth Third Securities, INC., based in Hampton, GA, with 29 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 47,014 clients with $11B 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. Maximum fee is 1.50%.
Fee Estimator
Location
2478 Jonesboro Rd, Hampton, GA, 30228
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 Registrations5 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.
Exams
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