Overview
Assets Under Management: $220 million
Headquarters: WESTERVILLE, OH
High-Net-Worth Clients: 29
Average Client Assets: $2.8 million
Frequently Asked Questions
JERICHO FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288801), JERICHO FINANCIAL is subject to fiduciary duty under federal law.
JERICHO FINANCIAL is headquartered in WESTERVILLE, OH.
JERICHO FINANCIAL serves 29 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, JERICHO FINANCIAL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JERICHO FINANCIAL manages $220 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, JERICHO FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.66%
Average Client Assets: $2.8 million
Total Client Accounts: 979
Discretionary Accounts: 979
Regulatory Filings
CRD Number: 288801
Filing ID: 2058698
Last Filing Date: 2026-02-26 12:38:23