Jeffrey Krug
Jeffrey Krug is a registered investment advisor at LPL Enterprise, LLC, based in Orlando, FL, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
4700 Millenia Boulevard, Suite 310, Orlando, FL, 32839
Get directionsHistory
Regulatory History (4)
Financial
June 2018Financial
June 2018Judgment / Lien
January 2017Judgment / Lien
October 2014Other Business ActivitiesSells Insurance
Jeffrey receives residual income from non-variable insurance policies written at a prior employer since 2023. This activity requires minimal time.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Nbc Securities, INC.
Nbc Securities, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations4 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.