JB
Jean Baun
Investment Advisor at Chancellor Financial
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Work Experience
Investment Advisor
Sep 2019 - Present · 5 years and 4 months
JSB Financial, LLC
Principal
Dec 2006 - Sep 2014 · 7 years and 9 months
TCM Securities
Independent Financial Advisor
Sep 2014 - Mar 2020 · 5 years and 6 months
Company Details
2-10 Employees
Chancellor Financial Group is an independently owned and operated company committed to providing wealth management services tailored to meet unique client objectives. We employ a disciplined investment research process delivered by professionals with a century and a half of experience in the financial services industry. Put our knowledge, experience, and passion for true customer service to work for you. We are a team of skilled professionals that are committed to delivering cutting-edge solutions for every client and every objective. We utilize a proprietary investment process and joint ventures with strategic partners who are leaders in their fields. We understand the need to continuously remain in the know about your finances, but not have to stress over the details. We will keep you informed of account values and performance reports presented monthly or quarterly and meeting with our team semi-annually (or more based on client need). With an open architecture and attention to detail, each client receives a first-class experience. Chancellor Financial Key Advantages: 1. Community focused - Privately owned and operated 2. Personalized service - Strong working knowledge of all aspects of our client relationships 3. A wealth of experience - Firm principals with over a century and a half in the financial services industry 4. Open architecture for each portfolio - Unique investment opportunities with superior performance 5. Exclusive access to proprietary investment tools
Year Founded
2012
Social Media
Linkedin
Industry
Financial Services
HQ Location
15 Public Square 400 Wilkes Barre, Pennsylvania 18702, US
Keywords
Asset ManagementIndependent Financial AdvisorsCorporate Benefit PlanningLife InsuranceDisability InsuranceHealth InsuranceProperty and Casualty InsuranceFinancial Planning
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