Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Jeffrey Krug

Lady Lake

Summary

Financial expert with proven track record in strategic planning and team management, delivering tailored solutions that meet client goals.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Senior Financial Planner

Prudential Advisors
Orlando
02.2024 - Current
  • Crafted comprehensive financial plans tailored to diverse client portfolios.
  • Performed in-depth financial analyses to assess client needs and objectives.
  • Reviewed documents related to trusts, wills, annuities and other contracts prior to execution by client.

Senior Financial Advisor

Newbridge Securities
Boca Raton
01.2021 - 02.2024
  • Advised clients on investment strategies and financial planning options.
  • Managed client portfolios using industry-standard software for tracking performance.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.

Area Manager

Cambridge Investment Research
Boca Raton
03.2019 - 12.2020
  • Resolved conflicts between employees or customers in a professional manner.
  • Implemented training initiatives to coach staff on best practices and protocol for enhanced profitability.
  • Analyzed financial data such as sales reports, budgets and payroll records to identify areas of improvement.

Senior Financial Advisor

MML Investors Services
Orlando
12.2015 - 11.2018
  • Advised clients on investment strategies and financial planning options.
  • Managed client portfolios using industry-standard software for tracking performance.
  • Conducted market research to identify trends and opportunities for clients.

Team Leader

NBC Securities
New Smyrna Beach
01.2014 - 12.2015
  • Coordinated training sessions for new team members.
  • Resolved conflicts and addressed team concerns promptly.
  • Offered training and support to keep team members motivated and working toward objectives.

Team Leader Manager

Fifth Third Securities
Daytona Beach
12.2011 - 01.2014
  • Conducted regular team meetings to discuss goals and challenges.
  • Ensured compliance with company policies and regulations.
  • Recruited, trained, and supervised new staff members.

Financial Advisor

SunTrust Investment Services
Altamonte Springs
04.2010 - 12.2011
  • Built strong relationships with clients through regular communication and trust-building.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

Financial Advisor

Morgan Keegan
Winter Park
11.2009 - 04.2010
  • Advised clients on investment strategies and financial planning options.
  • Conducted regular portfolio reviews to assess client financial objectives.
  • Developed comprehensive financial plans tailored to individual client needs.

Team Leader Manager

Colonial Brokerage
Eustis
01.2007 - 10.2009
  • Provided guidance, coaching, and feedback to team members.
  • Organized team meetings to discuss progress and challenges.
  • Ensured compliance with company policies and regulations.

Branch Manager

Raymond James
Mt. Dora
01.2004 - 01.2007
  • Developed and implemented strategic plans to enhance branch performance.
  • Managed team performance through coaching and mentoring staff members.
  • Coordinated marketing initiatives to attract new clients and retain existing ones.

Financial Advisor

Wachovia Securities
St Louis
11.2002 - 12.2003
  • Advised clients on investment strategies and financial planning options.
  • Conducted regular portfolio reviews to assess client financial objectives.
  • Built strong relationships with clients through regular communication and trust-building.

Financial Advisor

Morgan Stanley
Eustis
07.1997 - 11.2002
  • Built strong relationships with clients through regular communication and trust-building.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

Education

Financial Planning -

University of Central Florida
Orlando, FL
04-2001

Bachelor of Arts - Political Science

University of Central Florida
Orlando, FL
05-1991

Skills

  • Financial analysis and risk assessment
  • Portfolio management and investment strategies
  • Tax planning and compliance
  • Client relationship management

Certification

  • Chartered Retirement Planning Counselor (CRPC)
  • 2-14 State of Florida Life and Variable Annuities
  • 2-15 State of Florida Life Health and Variable Annuities
  • 2-40 State of Florida Health Insurance
  • SIE Securities Industry Essentials
  • Series 7 General Securities Representative
  • Series 9-10 General Securities Sales Supervisor
  • Series 31 Managed Futures Supervisor
  • Series 63 Uniform Securities Agent
  • Series 65 Uniform Investment Advisor

References

References available upon request.

Timeline

Senior Financial Planner

Prudential Advisors
02.2024 - Current

Senior Financial Advisor

Newbridge Securities
01.2021 - 02.2024

Area Manager

Cambridge Investment Research
03.2019 - 12.2020

Senior Financial Advisor

MML Investors Services
12.2015 - 11.2018

Team Leader

NBC Securities
01.2014 - 12.2015

Team Leader Manager

Fifth Third Securities
12.2011 - 01.2014

Financial Advisor

SunTrust Investment Services
04.2010 - 12.2011

Financial Advisor

Morgan Keegan
11.2009 - 04.2010

Team Leader Manager

Colonial Brokerage
01.2007 - 10.2009

Branch Manager

Raymond James
01.2004 - 01.2007

Financial Advisor

Wachovia Securities
11.2002 - 12.2003

Financial Advisor

Morgan Stanley
07.1997 - 11.2002

Financial Planning -

University of Central Florida

Bachelor of Arts - Political Science

University of Central Florida

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