jeremy krog, cfp®
PROFESSIONAL EXPERIENCE |
Partner at Mapstone | Veritas, Jeremy started in the financial services industry in 2001. He provides retirement planning, wealth management and family protection strategies. Over the years he has accumulated knowledge in helping clients with investment and insurance decisions during career transitions, at retirement and in retirement. Today he concentrates on helping his clients to build, manage and preserve their retirement savings. Jeremy is a member of the Paramount Planning Group, a division of AXA Advisors, LLC that recognizes the top 5% of all AXA Advisors financial professionals across the country. He is also a member of both the AXA Advisors Elite Producer Group and AXA Gold.
PROFESSIONAL ACTIVITIES |
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.
*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
The Retirement Planning Specialist title is awarded by AXA 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 AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY,NY), coursework for the certificate was developed exclusively for AXA 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 AXA Equitable email@example.com. Complaints about an AXA Advisors FP should be directed to firstname.lastname@example.org.
MAPSTONE | VERITAS Financial Group is not owned or operated by AXA Advisors, LLC or its affiliates.