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Jeffrey Krug

Investment adviser representative at LPL Enterprise, LLC
11 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 yearsFirm in business

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How the firm charges

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

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. LPL Enterprise, LLCNov 2024 to now
  2. The Prudential Insurance Company of AmericaFeb 2024 to now
  3. Pruco Securities LLCFeb 2024 to Nov 2024
  4. Newbridge Financial Services Group, IncDec 2020 to Feb 2024
  5. Newbridge Securities CorporationDec 2020 to Feb 2024
  6. Cambridge Investment Research Advisors, Inc.Mar 2019 to Dec 2020
  7. Cambridge Investment Research, Inc.Nov 2018 to Dec 2020
  8. MML Investors Services, LLCMar 2017 to Nov 2018
  9. Massachusetts Mutual Life Insurance CompanyJul 2016 to Nov 2018
  10. Metlife Securities Inc.Nov 2015 to Nov 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

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

LPL Enterprise, LLC

$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
2900647
Firm CRD
8733
Advisor's SEC record (opens in a new tab)
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