Jean
Baun
Chancellor Financial Group Wb Lp
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About this Advisor
Jean Baun is a financial advisor based in Wilkes Barre, Pennsylvania, working with Chancellor Financial Group Wb Lp. Jean has previously held positions at Nations Financial Group, Inc, Tcm Securities, Inc, Triumph Wealth Advisors, World Equity Group, Inc, and Chancellor Financial Group Wb Lp. Jean has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jean is part of Chancellor Financial Group Wb Lp, which operates out of Wilkes Barre, Pennsylvania. The firm has 2 offices and 10 employees. The firm manages assets totaling $182.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Chancellor Financial Group Wb Lp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chancellor Financial Group Wb Lp Brokerage Details
$182,050,604
10
811
$224,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jean Baun Work History
Chancellor Financial Group Wb Lp
World Equity Group, Inc
Tcm Securities, Inc
Triumph Wealth Advisors
Nations Financial Group, Inc
Disclosures
Please visit the SEC profile of Jean Baun 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
Wilkes Barre, PA
Wilkes Barre, PA
Wilkes Barre, PA
Wilkes Barre, PA
Pottstown, PA
Wilkes Barre, PA
Wilkes Barre, PA
Wilkes Barre, PA
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