Shar Cross has been an investment adviser representative at Jericho Financial since August 2023, and is not listed among the firm’s executive officers or direct owners. Shar Cross holds a Degree in Family Financial Services from The Ohio State University.
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.
Shar Cross is Operations Manager of Jericho Financial and also works as a Financial Advisor. Cross started at Jericho as an intern, quickly transitioning into a part-time Paraplanner role while finishing college.
- Jericho FinancialCurrent– present · 3 yearsWesterville, OH · Adviser representative · Firm CRD 288801
Investment adviser representative registrations
Shar Cross is registered as an investment adviser representative in Ohio, since August 2023.
- OhioSince 9 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shar Alexander Cross
- CRD
- 7358056
- Firm
- Jericho Financial · CRD 288801
- Office
- 38-A COMMERCE PARK DRIVE, Westerville, OH 43082
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planjericho.com
Where does Shar Cross work?
Shar Cross is an investment adviser representative registered through Jericho Financial, LLP since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Shar Cross a financial advisor?
Yes. Shar Cross has a current investment-adviser registration in Ohio, through Jericho Financial since August 2023.
How many years of experience does Shar Cross have?
Shar Cross has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Shar Cross passed?
Shar Cross passed the Series 65 in July 2023.
Where is Shar Cross based?
Shar Cross’ registered office is in Westerville, OH.
Is Shar Cross registered with FINRA?
No. Shar Cross has no current broker registration.
How can I verify Shar Cross’ record?
Search CRD 7358056 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shar Cross’ full registration record.
