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Jennings Wyatt McGraw CFP

Jennings Wyatt McGraw CFP

Retirement Planning Specialist

About your Retirement Planning Specialist:

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

  • FINRA Registrations: Series 7, Series 66, Series 24

My academic achievements include:

  • BS Mechancial Engineering - Virginia Military Institute, with Distinction. With Minor in Math.
  • MS Technical Management - John Hopkins University
  • Certified Finanical Planner (CFP®)
  • Certificate in Financial Planning - Boston University of Finance

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

Industry Awards:

  • Member Million Dollar Round Table (MDRT - www.mdrt.org) - Multiple Years.

         MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT is an international,               independent association of more than 35,000, or less than 1 percent, of the world’s best life insurance and             financial services professionals. With membership from 76 nations and territories, MDRT members                           demonstrate a high level of professional knowledge, strict ethical conduct and outstanding client service.                 MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and           financial services business.

Member: 

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Estate Planning Council of Cambria and Somerset Counties (PA)

Community

  • Member, Johnstown Rotary Club

CFP® and CERTFIFED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

J Wyatt McGraw is a registered representative who offers securities through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through Equitable Network, LLC (AXA Network Insurance Agency of California, LLC in CA, Equitable Network Insurance Agency of Utah, LLC in UT, Equitable Network of Puerto Rico, Inc. in PR). Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.