About Me

Jeff Krug, CRPC®

Jeffrey Krug is a Financial Advisor with Cambridge Investment Research.  Jeff is located in Umatilla, Florida, north of Orlando. Jeff is the Area Manager for Generations Wealth Advisors, which is based in Boca Raton, FL.

Accomplishments

Jeff graduated The University of Central Florida in 1991 with a Bachelor of Arts degree. Jeff currently holds the Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning. Individuals who hold the CRPC* designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

Philosophy – Jeff enjoys meeting with his clients. No two clients’ investment needs and risk tolerances are the same. Jeff has clients from one end of the risk spectrum to the other. Jeff responsibly matches investment objectives to each client’s risk tolerance. He calls it the sleep factor.

Personal – Jeff currently holds a board of director position with the Kiwanis organization. He enjoys outdoor sports like golf, hunting, and fishing. He and his wife have two children attending college; Lance at FGCU in Ft. Myers who is pursuing a Professional Golf Management degree and Lanie is looking forward to transferring to the University of Florida in Gainesville to pursue a degree in communication disorders, specializing in hearing impaired individuals.

Projects being worked on

Jeff and his wife of 25 plus years currently reside in their family homestead. a two-story home constructed in 1904. The home requires a lot of work and love but also gives a lot of love.

Jeff is licensed with a series 7, 9,10, 63 and 65 and holds a Florida life, health and variable annuity insurance license (2-15).  He is licensed to do business in Florida and numerous other states. Jeff was licensed in 1997 and offers years of experience for your investment needs.

Generations Wealth Advisors

110 North Trowell Avenue
Umatilla, Florida 32784
P: 352-434-8706
E: jeffrey.krug@mygenwealth.com

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