Senior Vice President–Wealth Management
Financial Advisor
Jim is the founding partner of Krug Wealth Consulting Group. Jim started his career in 1987 at Merrill Lynch. He then joined UBS in 2016 as a Senior Vice President in Wealth Management. He has over 37 years of experience in the financial services industry and has guided clients through all market environments.
Jim delivers a personalized approach for each client through comprehensive and holistic wealth management. Jim has assisted clients in all areas of their financial journey including investment management, liability management, retirement planning, personal banking services, and estate and generational planning.
Jim is a graduate of Saint John’s University and the former President of the Freeport Tuna Club. Jim has three children and resides in Merrick, New York with his wife, Kim. In his free time, Jim is a competitive sport and tournament fisherman.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Jim is the founding partner of Krug Wealth Consulting Group. Jim started his career in 1987 at Merrill Lynch. He then joined UBS in 2016 as a Senior Vice President in Wealth Management. He has over 37 years of experience in the financial services industry and has guided clients through all market environments.
Jim delivers a personalized approach for each client through comprehensive and holistic wealth management. Jim has assisted clients in all areas of their financial journey including investment management, liability management, retirement planning, personal banking services, and estate and generational planning.
Jim is a graduate of Saint John’s University and the former President of the Freeport Tuna Club. Jim has three children and resides in Merrick, New York with his wife, Kim. In his free time, Jim is a competitive sport and tournament fisherman.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Financial Advisor
Jack began his career in Financial Services at the UBS Wealth Advice Center, where he served a wide array of clients. Jack later partnered with his father James, who has over 37 years of industry experience. Together they formed The Krug Wealth Consulting Group.
Jack earned both his Bachelor of Science in Business Administration and a Masters in Finance from the University at Buffalo, where he graduated with Magna Cum Laude honors.
Jack continues to add value to clients by creating comprehensive financial plans that suit each client’s needs. Jack holds both the FINRA Series 7 and 66 securities licenses and his Chartered Retirement Planning Counselor ( CRPC™ ) designation.
Jack currently resides in New York City. When he is not in the office, you can find him fishing or on the golf course.
Credentials
Financial Advisor
Jack began his career in Financial Services at the UBS Wealth Advice Center, where he served a wide array of clients. Jack later partnered with his father James, who has over 37 years of industry experience. Together they formed The Krug Wealth Consulting Group.
Jack earned both his Bachelor of Science in Business Administration and a Masters in Finance from the University at Buffalo, where he graduated with Magna Cum Laude honors.
Jack continues to add value to clients by creating comprehensive financial plans that suit each client’s needs. Jack holds both the FINRA Series 7 and 66 securities licenses and his Chartered Retirement Planning Counselor ( CRPC™ ) designation.
Jack currently resides in New York City. When he is not in the office, you can find him fishing or on the golf course.
Credentials
Client Associate
Maria began her career as a Regulatory Paralegal and after raising her family re-entered the workforce as a Branch Service Associate at UBS in 2015. She was promoted to Client Service Associate in 2017. As the first line of contact, Maria is dedicated to helping the team with all administrative and operational details necessary for creating the best client experience.
Maria and her husband Dan reside in Westbury NY with their 3 children. In her free time, she enjoys cricut crafting and graphic design.
Client Associate
Maria began her career as a Regulatory Paralegal and after raising her family re-entered the workforce as a Branch Service Associate at UBS in 2015. She was promoted to Client Service Associate in 2017. As the first line of contact, Maria is dedicated to helping the team with all administrative and operational details necessary for creating the best client experience.
Maria and her husband Dan reside in Westbury NY with their 3 children. In her free time, she enjoys cricut crafting and graphic design.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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