Jean Marie Baun
Investment adviser representative at Chancellor Financial Group Wb LP
5 yearsExperience
1 stateRegistered in
$249.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- Chancellor Financial Group Wb LPAug 2019 to now
- World Equity Group, Inc.Jun 2019 to Aug 2019
- Triumph Wealth AdvisorsAug 2014 to Aug 2019
- Tcm Securities, IncAug 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Chancellor Financial Group Wb LP
Legal name: Chancellor Financial Group LP
$249.3MAssets managed
1,298Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4342193
- Firm CRD
- 159563