DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Weronick
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Jeff John Weronick
At current firm
0 y
since Oct 20, 2025
In the industry
30 y
since Jun 7, 1996 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Fifth Third Securities, Inc. BD affiliated currentsince Oct 20, 2025 · Newnan, Ga
- LPL Financial LLC BD affiliatedMar 17, 2025 to Oct 14, 2025 · Stockbridge, Ga
- Cetera Investment Advisers LLC BD affiliatedJan 9, 2024 to Mar 3, 2025 · Douglasville, Ga
- Truist Advisory Services, Inc. BD affiliatedAug 30, 2017 to Dec 15, 2023 · Atlanta, Ga
- MML Investors Services, LLC BD affiliatedMay 12, 2010 to Aug 29, 2017 · Atlanta, Ga
- Securian Financial Services, Inc. formerJan 25, 2006 to Feb 1, 2010 · Atlanta, Ga
- Nfp Advisor Services, LLC formerNov 19, 2003 to Dec 16, 2005 · Woodstock, Ga
- Osaic Fa, Inc. formerMar 5, 2003 to Nov 4, 2003 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Fifth Third Securities, Inc.left Oct 14, 2025, registered Oct 20, 2025 (6 days) · Affiliated broker-dealer or bank to another
- Cetera Investment Advisers LLC to LPL Financial LLCleft Mar 3, 2025, registered Mar 17, 2025 (14 days) · Affiliated broker-dealer or bank to another
- Truist Advisory Services, Inc. to Cetera Investment Advisers LLCleft Dec 15, 2023, registered Jan 9, 2024 (25 days) · Affiliated broker-dealer or bank to another · moved with a team
- MML Investors Services, LLC to Truist Advisory Services, Inc.left Aug 29, 2017, registered Aug 30, 2017 (1 days) · Other
- Securian Financial Services, Inc. to MML Investors Services, LLCleft Feb 1, 2010, registered May 12, 2010 (100 days) · Other
- Nfp Advisor Services, LLC to Securian Financial Services, Inc.left Dec 16, 2005, registered Jan 25, 2006 (40 days) · Other
- Osaic Fa, Inc. to Nfp Advisor Services, LLCleft Nov 4, 2003, registered Nov 19, 2003 (15 days) · Other
Signals
- Jeffrey Weronick left Lpl Financial Llc for Fifth Third Securities, Inc. (registered 2025-10-20)Oct 14, 2025 · Advisor changed firm · fact
- Jeffrey Weronick left Cetera Investment Advisers Llc for Lpl Financial Llc (registered 2025-03-17)Mar 3, 2025 · Advisor changed firm · fact
- Jeffrey Weronick left Truist Advisory Services, Inc. for Cetera Investment Advisers Llc (registered 2024-01-09)Dec 15, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address