Advisor at Chancellor Financial Group WB LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Chancellor Financial Group WB LP
Location
Wilkes Barre, PA 18701
Credentials
Series 65, Series 66
Industry experience
25 years
Jean Baun is a financial advisor with Chancellor Financial Group WB LP, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining Chancellor Financial Group in 2019, Baun worked at World Equity Group, Inc., Triumph Wealth Advisors, and TCM Securities, Inc. Baun is also active as an insurance agent, selling fixed insurance products through a separate insurance agency. Chancellor Financial Group WB LP is a team-based registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, typically constructing portfolios with low-cost diversified mutual funds and ETFs, supplemented by individual securities and quantitative strategies.
Based on Chancellor Financial Group WB LP
Fixed fees up to $50,000 per year, negotiable; fixed fees for financial planning engagements based on expected hours at hourly rate
$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.75% annually $5,000,001+: 1.00% annually
$100 to $500 per hour
60 Public Square, Suite 600
Wilkes Barre, PA 18701
Pennsylvania
Chancellor Financial Group WB LP
2019 - Present (7 years)
World Equity Group, Inc.
2019 - 2019 (1 year)
Triumph Wealth Advisors
2014 - 2019 (5 years)
TCM Securities, Inc
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
Series 63, Series 65
Scranton, PA
Northeast Advisory Group, LLC
CFP®, Series 63, Series 65
West Pittston, PA
Park Lane Financial Group LLC
Series 65
West Pittston, PA
Park Lane Financial Group LLC
Series 63, Series 65
Scranton, PA
Northeast Advisory Group, LLC
Series 63, Series 65
Scranton, PA
Capital Wealth Investments
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