Jennings McGraw

Jennings McGraw

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.  

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Cowie McGraw Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 814-266-8641
Fax 814-262-0642
Mobile Phone 814-244-3322
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