linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jean Marie Baun

Chancellor Financial Group WB LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jean? Claim Your Profile

About Jean Marie Baun

Jean Marie Baun is a registered investment advisor representative with Chancellor Financial Group WB LP. Jean has been in the industry since 2001 and is licensed in Pennsylvania. Jean is a seasoned financial advisor with experience working at several other firms including World Equity Group, Inc., Taylor Capital Management Inc., and Nations Financial Group, Inc. Jean is currently an insurance agent with Jean Baun Insurance.

Firm Information

Jean Baun 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.

check

financial planning services

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jean Baun’s Registration & Firm History

PA

11/12/2019 - Present

Chancellor Financial Group WB LP (WILKES-BARRE PA)

PA

07/03/2019 - 08/21/2019

WORLD EQUITY GROUP, INC. (West Pittston PA)

PA

08/05/2014 - 08/05/2019

TAYLOR CAPITAL MANAGEMENT INC. (West Pittston PA)

PA

12/07/2006 - 08/01/2014

NATIONS FINANCIAL GROUP, INC. (WEST PITTSTON PA)

PA

08/24/2001 - 11/30/2006

MIDSOUTH CAPITAL, INC. (WILKES BARRE PA)

PA

02/14/2001 - 08/24/2001

FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)

Not sure if Jean Marie Baun is right for you?

Licenses & Designations

IA

Issued 07/09/2007

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/13/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jean Marie Baun. Review regulatory record here.
Not sure if Jean Marie Baun is right for you?