Jean
Baun
Triumph Wealth Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jean Baun is a financial advisor who works out of Pittston, Pennsylvania with 9 years of relevant experience. Baun is currently employed by Triumph Wealth Advisors, Inc. Over the course of their career, they have held roles at Tcm Securities, Inc, Nations Financial Group, Inc, Triumph Wealth Advisors, World Equity Group, Inc and Chancellor Financial Group Wb Lp. Baun has Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Triumph Wealth Advisors, Inc is a registered investment company headquartered in Woodstock, GA. The company has offices in three locations and a total of 21 people on staff. It controls $23 million in total assets between its 190 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Triumph Wealth Advisors, Inc has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice are based on which services the firm provides the client. However, fee types billed by Triumph Wealth Advisors, Inc may include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Triumph Wealth Advisors, Inc Brokerage Details
$23,413,000
21
190
$123,226
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jean Baun Work History
Jean has been registered as a financial advisor for 9 years.*
Chancellor Financial Group Wb Lp
World Equity Group, Inc
Tcm Securities, Inc
Triumph Wealth Advisors
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.
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 Triumph Wealth Advisors, Inc
Raleigh, NC
Woodstock, GA
Woodstock, GA
Boca Raton, FL
Frisco, TX
Woodstock, GA
Tucson, AZ
Pittston, 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.
