Jericho Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$197,939,670
Clients
390
Advisors
3
of 3 employees
About
Jericho Financial provides financial planning and portfolio management to individuals and families and offers pension consulting services to employer-sponsored retirement plans. The firm delivers written financial plans, ongoing monitoring, and discretionary management while also recommending third‑party investment managers when appropriate.
Jericho emphasizes a long‑term, asset‑allocation approach focused on diversification and periodic rebalancing, and it conducts at least annual reviews of client plans and accounts. For retirement plan work it accepts ERISA fiduciary responsibilities and uses third‑party platforms (Pontera and Future Capital) to facilitate management of held‑away participant accounts without obtaining direct custody.
Noteworthy distinctions disclosed in the brochure include business affiliations that are uncommon among peers: several of the firm’s principals are licensed insurance agents who may earn commissions on product sales, and one principal provides tax preparation services to clients—each relationship is identified as a potential conflict of interest. The firm also requires clients to custody assets at Charles Schwab, may receive fee‑sharing from third‑party managers it refers, and states it imposes no account minimum.
Client services
Expertise
Fee options
Project-based flat fees for financial planning services
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001+: 0.65%
Up to $300 per hour for financial planning services
Fee-only: Financial planning hourly rate up to $300/hour; project-based flat fees also offered
Main office
38 A Commerce Park Drive
Westerville OH 43082
Advisors at this office
3
Most active in
Florida · New Hampshire · Ohio · Pennsylvania · South Carolina · Tennessee · Texas
Also doing business as
Jericho Financial · Jericho Financial, Llp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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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