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 registered investment adviser organized as a limited liability partnership and SEC-registered in 2021. The firm serves individual and family clients as well as institutional investors, and describes itself as a capital allocator. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are a mix of percentage-of-assets, hourly charges, and fixed fees. Jericho identifies equities as its preferred asset class and does not list itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Ryan Bosler
Chief Compliance OfficerCRD 5258208
Contacts
2 of 2
Mark 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 12Active vs passive
$8.5M in ETFs
96%
$8.1M
4%
$347K
| 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 | $2M | 16,557 | 23.27% |
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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