Ryan Bosler has been General Partner, Managing Member & Chief Compliance Officer of Jericho Financial since June 2017, is a control person of the firm and directly owns between 50% and 75% of it. Ryan Bosler studied at United States Military Academy.
Jericho Financial, LLP is a Westerville, OH firm with $220M under management, 396 clients and 3 advisers in one office, as of its February 2026 filing.
Ryan Bosler is Chief Compliance Officer of Jericho Financial. After graduating from West Point and completing Airborne and Ranger schools, he served two combat tours in Iraq. He is now a financial advisor who helps clients develop a plan, execute it and adjust it when necessary.
Ryan Bosler’s longest registration is the current one, 9 years at Jericho Financial since 2017. Before joining Jericho Financial in 2017, Ryan Bosler was registered through Swisher Financial Concepts, Inc. and On Investment Management Co.
- Jericho FinancialCurrent– present · 9 yearsWesterville, OH · Adviser representative · Firm CRD 288801
- Swisher Financial Concepts, Inc.– · 7 yearsWesterville, OH · Adviser representative · Firm CRD 121384
- On Investment Management Co– · under a yearWesterville, OH · Adviser representative · Firm CRD 105662
- Axa Advisors, LLC– · 1 yearClarksville, TN · Adviser representative · Firm CRD 6627
- First Command Financial Planning, Inc.– · 1 yearClarksville, TN · Adviser representative · Firm CRD 3641
Professional designations
Listed by Jericho Financial
- CFP®
Investment adviser representative registrations
Ryan Bosler is registered as an investment adviser representative in 2 states. Each was approved in September 2017.
- OhioSince 12 September 2017
- TexasSince 11 September 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 28 April 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 January 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 January 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ryan Charles Bosler
- CRD
- 5258208
- Firm
- Jericho Financial · CRD 288801
- Role
- General Partner, Managing Member & Chief Compliance Officer
- Office
- 38-A COMMERCE PARK DRIVE, Westerville, OH 43082
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planjericho.com
Where does Ryan Bosler work?
Ryan Bosler has been General Partner, Managing Member & Chief Compliance Officer of Jericho Financial, LLP since June 2017, and is a control person of the firm.
Is Ryan Bosler a financial advisor?
Yes. Ryan Bosler has a current investment-adviser registration in Ohio and Texas, through Jericho Financial since September 2017.
How many years of experience does Ryan Bosler have?
Ryan Bosler has 19 years in the financial industry, since January 2007, across 5 adviser firms.
What exams has Ryan Bosler passed?
Ryan Bosler has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 62. The earliest, the Series 6, was passed in January 2007. FINRA credited Ryan Bosler with the SIE, which began in October 2018.
Where did Ryan Bosler work before Jericho Financial?
Before Jericho Financial, Ryan Bosler was registered through On Investment Management Co, March 2010 to February 2011; Axa Advisors, LLC, November 2008 to March 2010; First Command Financial Planning, Inc., June 2007 to November 2008.
Where is Ryan Bosler based?
Ryan Bosler’s registered office is in Westerville, OH.
Is Ryan Bosler registered with FINRA?
No. Ryan Bosler has no current broker registration.
Is Ryan Bosler a CFP?
Jericho Financial lists Ryan Bosler with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Ryan Bosler’s record?
Search CRD 5258208 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Bosler’s full registration record.