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James Robert Goodhart

Chancellor Financial Group WB LP

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About James Robert Goodhart

James Robert Goodhart is a financial advisor with Chancellor Financial Group WB LP. James has been in the financial services industry since 1980 and has experience working with individuals, high-net-worth individuals, and charitable organizations. James provides a range of financial advisory services, including financial planning and portfolio management. James is registered in Pennsylvania as an Investment Advisor Representative.

Firm Information

James Goodhart is currently registered with Chancellor Financial Group WB LP. Chancellor Financial Group WB LP is an investment advisor headquartered in Wilkes-Barre, PA. The firm provides financial planning and portfolio management services to individuals and charitable organizations. They manage approximately $182,050,604 in assets for 811 clients.
Chancellor Financial Group WB LP

60 PUBLIC SQUARE

WILKES-BARRE, PA 18701

$182.05M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Goodhart’s Registration & Firm History

PA

11/16/2021 - Present

Chancellor Financial Group WB LP (POTTSTOWN PA)

PA

05/07/2015 - 08/15/2019

TAYLOR CAPITAL MANAGEMENT INC. (Pottstown PA)

PA

01/03/2007 - 12/31/2014

NATIONS FINANCIAL GROUP, INC. (POTTSTOWN PA)

GA

09/06/2001 - 12/19/2006

MIDSOUTH CAPITAL, INC. (ATLANTA GA)

PA

07/14/1993 - 09/04/2001

FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)

NA

06/07/1993 - 06/29/1993

FIRST SECURITY INVESTMENTS, INC.

NY

10/20/1987 - 06/09/1993

SECO WEST LIMITED (WILLIAMSVILLE NY)

NY

07/22/1980 - 10/30/1987

SHEARSON LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/05/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1981

Series 5 - Interest Rate Options Examination

BC

Issued 07/19/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for James Robert Goodhart. Review regulatory record here.
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