Jericho Financial
Jericho Financial is an SEC-registered mass-market adviser in Westerville, OH with $220.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Jericho Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288801, SEC 801-120540, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $220.0M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Westerville, OH
- Employees
- 3
- Clients
- 396
- CRD
- 288801
- Ownership
- BOSLER, RYAN, CHARLES; FAUBEL, MARK, CHARLES
How much AUM does Jericho Financial have?
Jericho Financial reported $220.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Jericho Financial?
Disclosed owners and executives of Jericho Financial include BOSLER, RYAN, CHARLES, FAUBEL, MARK, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.