Jericho Financial

Jericho Financial (CRD# 288801) is a financial advisory firm headquartered in Westerville, OH. They manage $158,529,266 in 346 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Jericho Financial
Showing 1 - 3 of 3 top financial advisors.
1
Ryan C. Bosler
CRD#: 5258208
38-a Commerce Park Drive, Westerville, OH 43082

Ryan Bosler (CRD# 5258208) is an Investment Advisor Representative working at Jericho Financial in Westerville, OH and has over 17 years of experience in the finance industry.

2
Mark C. Faubel
CRD#: 5924666
38-a Commerce Park Drive, Westerville, OH 43082

Mark Faubel (CRD# 5924666) is an Investment Advisor Representative working at Jericho Financial in Westerville, OH and has over 11 years of experience in the finance industry.

3
Shar A. Cross
CRD#: 7358056
38-a Commerce Park Drive, Westerville, OH 43082

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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