Jeffrey A. Krug
Professional summary
Jeffrey Andrew Krug, who also goes by Jeff Krug, is a registered financial professional currently at ALAMO CAPITAL located in Walnut Creek, California.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2006. Jeffrey has worked at 4 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Andrew Krug's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2025 - Present
ALAMO CAPITAL
Office #1: 201 N Civic Dr #180, Walnut Creek, CA 94596August 11, 2020 - August 26, 2025
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
July 14, 2008 - July 31, 2020
M&T SECURITIES, INC.
September 18, 2006 - July 3, 2008
FERRIS, BAKER WATTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/25/2025)
(9/4/2025)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
ALAMO CAPITAL
CRD#: 26193 / SEC#: , 8-42293
Contact information
FINRA licenses (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 81,684,700 |
Disclosures
| Regulatory Event | 3 |
| Bond | 3 |
Red Flags
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Company Information
ALAMO CAPITAL
CRD#: 26193Walnut Creek, CA 94596TRUST BUT VERIFY
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