# Steven Davidowitz

> Steven Davidowitz is a fee-only financial advisor at Chancellor Financial Group WB in Wilkes-Barre, Pennsylvania. Chancellor Financial Group WB reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-davidowitz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Chancellor Financial Group WB
- **Based in:** Wilkes-Barre, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $249.3M across 1,303 accounts
- **CRD:** 4761539 (https://adviserinfo.sec.gov/individual/summary/4761539)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.jsb-financial.com/contact_us/

## Frequently asked questions

### Is Steven Davidowitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Chancellor Financial Group WB reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven's firm, Chancellor Financial Group WB, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Steven Davidowitz based?

Steven Davidowitz is based in Wilkes-Barre, Pennsylvania.

### Is Steven Davidowitz registered with the SEC?

Yes. Steven Davidowitz is registered as an investment adviser representative in PA (CRD 4761539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chancellor Financial Group WB manage?

Chancellor Financial Group WB reports $249.3M across 1,303 accounts in assets under management.

### How do I contact Steven Davidowitz?

Through Steven's website, www.jsb-financial.com/contact_us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4761539): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.