jeremy krog, cfp®
partner

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jkrog@mapstoneveritas.com

585.475.8468
585.292.1569 (fax)
PROFESSIONAL EXPERIENCE |
A Partner and Financial Advisor 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 recognized by Equitable Advisors as a Paramount Planning Group member of the Elite Advisor Group based on achieving a certain sales production level among all financial professionals within our organization.  He is also a member of Equitable Advisors Gold.


EDUCATION |
  • A 1997 graduate of Georgetown University, B.S. School of Foreign Service, Concentration in International Finance & Trade
  • In 2007 he received a certificate in Retirement Planning from the Wharton School, University of Pennsylvania
  • In 2008 he obtained the CERTIFIED FINANCIAL PLANNER™  professional certification 
  • Series 7, 65, 66 securities registrations
  • NYS Life, Accident, Health & Annuity license
  • NYS Partnership Certified for Long Term Care insurance

PROFESSIONAL ACTIVITIES |
  • Equitable Advisors Hall of Fame, Member
  • Equitable Advisors Elite Advisor Group. Member
  • Equitable Advisors National Associates Forum, Former Rochester Branch Representative 
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PLACES TO VISIT
Outer Banks, NC​
THINGS TO DO
​Spending time with family and traveling together to new and favorite places.
QUOTE 
"​Believe you can and you’re halfway there"
Theodore Roosevelt
FUN FACT
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.
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*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
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' affiliate,  Equitable Life Insurance Company (NY,NY), 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  Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970