# Chancellor Financial Group WB LP

> 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.

- CRD: 159563
- Filed as: CHANCELLOR FINANCIAL GROUP WB LP
- Legal name: Chancellor Financial Group LP
- Also doing business as: JSB FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilkes-Barre, PA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159563
- AdvisorCensus page: https://advisorcensus.com/firm/chancellor-financial-group-wb-lp-wilkes-barre-pa-159563

## Quick answers

**How is Chancellor Financial Group WB LP compensated?**
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).

**How much does Chancellor Financial Group WB LP charge?**
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.

**Where is Chancellor Financial Group WB LP located?**
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).

**Is Chancellor Financial Group WB LP registered with the SEC or a state?**
Chancellor Financial Group WB LP is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 159563.

**How much does Chancellor Financial Group WB LP manage?**
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).

**How have Chancellor Financial Group WB LP's assets and staff changed since 2021?**
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.

**What types of clients does Chancellor Financial Group WB LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,252); high net worth individuals (46).

**Which custodians does Chancellor Financial Group WB LP use?**
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.

**Does Chancellor Financial Group WB LP report any disciplinary disclosures?**
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

**Does Chancellor Financial Group WB LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "CFG generally does not impose a minimum size for establishing a relationship."

**What changed in Chancellor Financial Group WB LP's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> CFG generally does not impose a minimum size for establishing a relationship.

- Hourly rate: $100 to $500 an hour (financial planning services)

> CFG offers financial planning services either on an hourly basis or for a fixed fee. Hourly engagements range from $100 to $500 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $249,305,348
- Discretionary: $176,413,081
- Non-discretionary: $72,892,267

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,252 | $86,074,779 |
| High net worth individuals | 46 | $145,092,859 |
| Charitable organizations | Fewer than 5 | $16,591,956 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,545,754 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NJ, NY, PA
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159563

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- West Pittston, PA

### Websites listed on Form ADV (Item 1.I)
- [chancellorfinancialgroup.com](https://chancellorfinancialgroup.com)
- [jsb-financial.com/contact_us](https://jsb-financial.com/contact_us)
- LinkedIn @CHANCELLORFINANCIALGROUP.COM
- LinkedIn @jean-baun-3140aa52

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $160,075,907 | 7 | April 20, 2021 |
| October 2022 | $184,716,804 | 8 | February 23, 2022 |
| October 2023 | $159,213,600 | 9 | March 8, 2023 |
| October 2024 | $182,050,604 | 10 | February 21, 2024 |
| October 2025 | $216,108,289 | 8 | March 14, 2025 |
| October 2026 | $249,305,348 | 9 | March 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chancellor Financial Group WB LP (CRD 159563): Form ADV filing data as of October 2026.