{"url":"https://nivawealth.com/firms/jericho-financial-288801","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/288801","regulatoryAum":220020009,"crd":"288801","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5258208","suffix":null,"lastName":"BOSLER","firstName":"RYAN","middleName":"CHARLES"},{"crd":"7358056","suffix":null,"lastName":"Cross","firstName":"Shar","middleName":"Alexander"},{"crd":"5924666","suffix":null,"lastName":"FAUBEL","firstName":"MARK","middleName":"CHARLES"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-17","regulatoryAum":121444096,"clients":295,"employees":4,"offices":2},{"filedOn":"2022-02-01","regulatoryAum":150445902,"clients":328,"employees":3,"offices":2},{"filedOn":"2023-03-23","regulatoryAum":127217091,"clients":332,"employees":3,"offices":1},{"filedOn":"2024-01-06","regulatoryAum":158529266,"clients":346,"employees":3,"offices":1},{"filedOn":"2025-03-03","regulatoryAum":191469840,"clients":376,"employees":3,"offices":1},{"filedOn":"2026-02-26","regulatoryAum":220020009,"clients":396,"employees":3,"offices":1}],"secFileNumber":"801-120540","legalName":"Jericho 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FINANCIAL"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:48:55.104159+00:00","documents":[{"name":"ADV PART 2A- JERICHO FINANCIAL","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012320","versionId":1012320,"submittedOn":"2026-02-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":159320745}],"custodyNote":"Jericho Financial has custody of $105M in client assets for 436 clients.","otherCustodians":[],"leadership":[{"name":"Ryan Bosler","title":"General Partner, Managing Member & Chief Compliance Officer","crd":"5258208"},{"name":"Mark Faubel","title":"General Partner, Member","crd":"5924666"}],"ownership":[{"label":"Ryan Bosler","detail":"General partner, managing member & chief compliance officer in the 50% to 75% ownership band and a control person, since June 2017."},{"label":"Mark 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of February 2026. They include 361 individual clients, 29 high-net-worth individuals, and 6 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jericho Financial offer?","answer":"Jericho Financial provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jericho Financial charge?","answer":"Jericho Financial charges 0.65%–1.00% a year for its Fee Schedule. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A- JERICHO FINANCIAL, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Jericho Financial use?","answer":"Jericho Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $159M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jericho Financial have?","answer":"Jericho Financial has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jericho Financial invest in?","answer":"At the end of its last fiscal year, Jericho Financial’s separately managed accounts held 74% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jericho Financial?","answer":"Jericho Financial’s direct owners are Ryan Bosler (50% to 75%) and Mark Faubel (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jericho Financial get paid?","answer":"Jericho Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Jericho Financial?","answer":"Jericho Financial’s main office is at 38-A Commerce Park Drive, Westerville, OH 43082. Its phone number is 614-948-0039. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}