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Ryan B
CFP®, Series 63, Series 65
Westerville, OH
Jericho Financial
Ryan Bosler is a CFP® professional with 19 years of experience in financial advising. He has been with Jericho Financial since 2017 and previously worked at Ohio National Financial Services, The O.N. Equity Sales Company, and Swisher Financial Concepts. Outside of his advisory role, Bosler is a partner and COO of CrossFit Polaris, a fitness business in Westerville, OH. Jericho Financial provides financial planning and discretionary portfolio management for individuals, families, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation approach supplemented by third-party advisers and technology to manage a broad range of investment options.
Mark F
Series 66
Westerville, OH
Jericho Financial
Mark Faubel is a financial advisor with Jericho Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Ohio National Financial Services, THE O.N. Equity Sales Company, and Swisher Financial. In addition to his advisory work, he provides tax preparation and filing services for individuals, businesses, and nonprofit organizations. Jericho Financial offers financial planning and discretionary portfolio management to individuals, families, and employer-sponsored retirement plans. The firm uses a long-term, asset allocation and diversification approach, supplemented by third-party advisers and technology platforms to manage client assets.
Shar C
Series 65
Westerville, OH
Jericho Financial
Shar Cross is a financial advisor at Jericho Financial in Westerville, OH, holding a Series 65 license with three years of industry experience. Prior to joining Jericho Financial, Shar worked at North Star Cafe and Scramblers. Jericho Financial provides financial planning and portfolio management services to individuals, families, and employer-sponsored retirement plans. The firm utilizes a long-term, asset-allocation approach emphasizing diversification and periodic rebalancing, and it offers ongoing monitoring with discretionary management while recommending third-party investment managers when appropriate.
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