Terrence Casey
Chancellor Financial Group WB · Wilkes-Barre, Pennsylvania
Terrence Casey 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.
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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 | $249.3M across 1,303 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1433590 |
| Exams passed | Series 63 (1986) · Series 66 (2011) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.jsb-financial.com/contact_us |
How Terrence's firm compares
- Chancellor Financial Group WB's average account is about $191,000, from its Form ADV (assets managed divided by 1,303 accounts).
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Questions about Terrence
Is Terrence Casey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terrence 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 Terrence charge for financial advice?
Terrence's firm, Chancellor Financial Group WB, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Terrence Casey based?
Terrence Casey is based in Wilkes-Barre, Pennsylvania.
Is Terrence Casey registered with the SEC?
Yes. Terrence Casey is registered as an investment adviser representative in PA (CRD 1433590), 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 Terrence Casey?
Through Terrence's website, www.jsb-financial.com/contact_us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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