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Jeffrey Weronick

Investment adviser representative at Fifth Third Securities, Inc.
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$10.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Fifth Third Securities, Inc.Oct 2025 to now
  2. Fifth Third BankOct 2025 to now
  3. Delta Community Credit UnionMar 2025 to Oct 2025
  4. LPL Financial LLCMar 2025 to Oct 2025
  5. Cetera Investment Advisers LLCDec 2023 to Mar 2025
  6. Cetera Investment Services LLCDec 2023 to Mar 2025
  7. Regions BankDec 2023 to Mar 2025
  8. Suntrust Ad Visory Services, Inc.Aug 2017 to Dec 2023
  9. Suntrust Investment ServicesAug 2017 to Dec 2023
  10. Massmutual/mml Investors Services, LLCMay 2010 to Aug 2017
  11. The Piedmont Group, LLCMay 2010 to Aug 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (GA).

Fifth Third Securities, Inc.

$10.9BAssets managed
47,014Clients
1,012Advisers
21 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2330081
Firm CRD
628
Advisor's SEC record (opens in a new tab)
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