{
  "crd_number": 159563,
  "slug": "chancellor-financial-group-wb-lp-wilkes-barre-pa-159563",
  "primary_business_name": "CHANCELLOR FINANCIAL GROUP WB LP",
  "legal_name": "CHANCELLOR FINANCIAL GROUP LP",
  "dbas": [
    "JSB FINANCIAL, LLC"
  ],
  "city": "Wilkes-Barre",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "42540",
  "metro": {
    "cbsa_code": "42540",
    "common_name": "Scranton",
    "msa_name": "Scranton--Wilkes-Barre, PA",
    "path": "/advisors/pa/scranton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-12-02",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 249305348.0,
  "raum_discretionary": 176413081.0,
  "raum_non_discretionary": 72892267.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 16591956.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 86074779.0,
      "count": 1252
    },
    "high_net_worth_individuals": {
      "raum": 145092859.0,
      "count": 46
    },
    "corporations_other_businesses": {
      "raum": 1545754.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "NC",
    "NJ",
    "NY",
    "PA"
  ],
  "websites": [
    "https://chancellorfinancialgroup.com",
    "https://jsb-financial.com/contact_us",
    "https://linkedin.com/COMPANY/CHANCELLORFINANCIALGROUP.COM",
    "https://linkedin.com/in/jean-baun-3140aa52"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159563",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "WILKES-BARRE",
  "url": "https://advisorcensus.com/firm/chancellor-financial-group-wb-lp-wilkes-barre-pa-159563",
  "display_name": "Chancellor Financial Group WB LP",
  "summary": "Chancellor Financial Group WB LP is an SEC-registered investment advisory firm in Wilkes-Barre, PA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Chancellor Financial Group WB LP (CRD 159563): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Chancellor Financial Group WB LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Chancellor Financial Group WB LP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Chancellor Financial Group WB LP charge?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $100 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Chancellor Financial Group WB LP located?",
      "a": "Chancellor Financial Group WB LP's principal office is in Wilkes-Barre, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Chancellor Financial Group WB LP registered with the SEC or a state?",
      "a": "Chancellor Financial Group WB LP is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 159563."
    },
    {
      "q": "How much does Chancellor Financial Group WB LP manage?",
      "a": "Chancellor Financial Group WB LP reports $249,305,348 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (71% discretionary)."
    },
    {
      "q": "How have Chancellor Financial Group WB LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Chancellor Financial Group WB LP: Regulatory assets under management: $160,075,907 in the October 2021 data and $249,305,348 in the October 2026 data, up 56%. Total employees: 7 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Chancellor Financial Group WB LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,252); high net worth individuals (46)."
    },
    {
      "q": "Which custodians does Chancellor Financial Group WB LP use?",
      "a": "Chancellor Financial Group WB LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Chancellor Financial Group WB LP report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159563"
    },
    {
      "q": "Does Chancellor Financial Group WB LP state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 16, 2026 says: \"CFG generally does not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Chancellor Financial Group WB LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 6. Regulatory assets under management went from $216,108,289 to $249,305,348 (+15%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 160075907.0,
      "total_employees": 7,
      "filing_date": "2021-04-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 184716804.0,
      "total_employees": 8,
      "filing_date": "2022-02-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 159213600.0,
      "total_employees": 9,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 182050604.0,
      "total_employees": 10,
      "filing_date": "2024-02-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 216108289.0,
      "total_employees": 8,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 249305348.0,
      "total_employees": 9,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 6.",
        "Regulatory assets under management went from $216,108,289 to $249,305,348 (+15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 16, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $500 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "CFG generally does not impose a minimum size for establishing a relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $500 an hour (financial planning services)"
        ],
        "quotes": [
          "CFG offers financial planning services either on an hourly basis or for a fixed fee. Hourly engagements range from $100 to $500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "CFG generally does not impose a minimum size for establishing a relationship.",
      "CFG offers financial planning services either on an hourly basis or for a fixed fee. Hourly engagements range from $100 to $500 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/chancellor-financial-group-wb-lp-wilkes-barre-pa-159563.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1252,
      "fewer_than_5": false,
      "raum": 86074779.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 145092859.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 16591956.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 1545754.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159563",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}