Shar Cross, financial advisor Westerville OH

Shar Cross

CRD Number: 7358056
Current Firm: Jericho Financial

Shar Cross (CRD# 7358056) is an Investment Advisor Representative working at Jericho Financial in Westerville, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Jericho Financial Columbus, OH Nov 2019 - Current 4
North Star Cafe Westerville, OH May 2017 - Nov 2019 2
Scramblers Pickerington, OH Apr 2015 - May 2017 2
Full-time Student Pickerington, OH Apr 2010 - Apr 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2023
Contact Info for Shar A. Cross
Phone Number: (614) 948-0039
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $458,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NH, OH, PA, SC, TN, TX

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