Chancellor Financial Group Wb Lp

Investment Advisor
in Pottstown, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Goodhart is a financial advisor operating out of Pottstown, Pennsylvania with a total of 2 years of relevant experience. Goodhart is on the advisory team at Chancellor Financial Group Wb Lp. Over the course of their career, they have held roles at Nations Financial Group Inc, Tcm Securities, Inc and Chancellor Financial Group Wb Lp. Goodhart maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Chancellor Financial Group Wb Lp is an advisory business that has its headquarters in Wilkes Barre, PA. It has offices in two locations and a total of nine advisors. It manages $159 million in assets between its 947 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 947 customer accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically depend on which service is provided. Fees billed by Chancellor Financial Group Wb Lp can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Pottstown, PA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Chancellor Financial Group Wb Lp Brokerage Details

Total Assets Under Management


PA Average: $15,833,994,310
Total Number of Employees


PA Average: 41
Total Number of Accounts


PA Average: 3,342
Average Account Size


PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Goodhart Work History

James has been registered as a financial advisor for 2 years.*

2021 - Present (2 years)

Chancellor Financial Group Wb Lp

2015 - 2021 (6 years)

Tcm Securities, Inc

2007 - 2014 (7 years)

Nations Financial Group Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of James Goodhart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chancellor Financial Group Wb Lp

Sandra Ercolani
Wilkes Barre, PA
Terrence Casey
Wilkes Barre, PA
Thomas O'Day
Wilkes Barre, PA
James Goodhart
Pottstown, PA
Robert Dwyer
Wilkes Barre, PA
Steven Davidowitz
Wilkes Barre, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started