JERICHO FINANCIAL
Firm details
- Headquarters
- WESTERVILLE, Ohio
- CRD number
- 288801
- Registered since
- March 17, 2021
- Website
- planjericho.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.3%
- HNWI36.66%
- Pension & Profit Sharing Plans10.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Jericho Financial is an independent RIA organized as a limited liability partnership that registered with the SEC in 2021. The firm serves both individual/family and institutional clients and operates as a capital allocator. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Filings list core advisory services as financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Jericho Financial does not present itself as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds22%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Private Funds1%
Owners & executives
1 of 1RYAN BOSLER
Chief Compliance OfficerCRD 5258208
Contacts
2 of 2MARK FAUBEL
Partner, Financial AdvisorCRD 5924666
Shar Cross
Operations ManagerCRD 7358056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$5.8M in ETFs
100%
$5.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $1.5M | 15,675 | 26.55% |
Location
WESTERVILLE, OH
DELAWARE
Location
WESTERVILLE, OH
Headquartered in WESTERVILLE, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- DELAWARE
- Address
- 38 Commerce Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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