Unclaimed Profile

Ryan Charles Bosler

JERICHO FINANCIAL, LLP·WESTERVILLE, Ohio

SIE, Series 6, Series 62, Series 63, Series 65CFPClean record19 years registeredJERICHO FINANCIAL, LLP

38-A COMMERCE PARK DRIVE, WESTERVILLE, OH 43082CRD# 5258208Firm CRD# 288801

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Charles Bosler · WESTERVILLE, OH

Registration

CRD #5258208 · JERICHO FINANCIAL, LLP · 19 years registered

Brand Profile

Not yet started

Career History

JERICHO FINANCIAL

Sep 2017 – present

SWISHER FINANCIAL CONCEPTS, INC.

Apr 2010 – Sep 2017

WESTERVILLE, OH

ON INVESTMENT MANAGEMENT CO

Mar 2010 – Feb 2011

WESTERVILLE, OH

AXA ADVISORS, LLC

Nov 2008 – Mar 2010

CLARKSVILLE, TN

FIRST COMMAND FINANCIAL PLANNING, INC.

Jun 2007 – Nov 2008

CLARKSVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 62

Series 63

Series 65

Registration record

First registered · June 5, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JERICHO FINANCIAL, LLP

CRD 288801 · SEC 801-120540

AUM

$159M

Regulatory assets under management

Employees

346 client accounts

Services offered by JERICHO FINANCIAL, LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JERICHO FINANCIAL, LLP →

Introduction

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Frequently Asked Questions

What services does Ryan Charles Bosler offer?

Ryan Charles Bosler specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Ryan Charles Bosler's credentials?

Ryan Charles Bosler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Charles Bosler located?

Ryan Charles Bosler is based in WESTERVILLE, Ohio, working with JERICHO FINANCIAL, LLP. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Ryan Charles Bosler charge for services?

Ryan Charles Bosler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JERICHO FINANCIAL, LLP?

JERICHO FINANCIAL, LLP has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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