A complete list of active advisors currently associated with Jericho Financial
Warmer can help you find a great advisor at Jericho Financial or one who fits your needs even better.
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.
To learn more about the advisors currently working at Jericho Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westerville, OH
| 19
| |
Westerville, OH
| 3
| |
Westerville, OH
| 15
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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