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JERICHO FINANCIAL

38-A Commerce Park Drive
Westerville, Ohio 43082
Tel: (614) 948-0039

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About JERICHO FINANCIAL

JERICHO FINANCIAL, formally registered with the SEC as JERICHO FINANCIAL. The firm was established in 03/17/2021. They have over 1 offices throughout the country.

JERICHO FINANCIAL is a Westerville, Ohio based Financial Planning firm with nearly $191,469,840 assets under management, offering retirement planning & investment advisory services to 945 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#288801
SEC#801-120540
Assets Managed by Firm$191,469,840
No. of Clients945
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total945$191,469,840
Individuals (other than high net worth individuals)340$99,497,334
High net worth individuals29$71,642,973
Pension and profit sharing plans7$20,329,533

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