AdvisorOS Directory
Claim Profile
RB

Ryan Charles Bosler

JERICHO FINANCIAL, LLP·WESTERVILLE, Ohio
Unclaimed Profile
38-A COMMERCE PARK DRIVE, WESTERVILLE, OH 43082CRD# 5258208Firm CRD# 288801
01

About

Ryan Charles Bosler is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with JERICHO FINANCIAL, LLP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JERICHO FINANCIAL, LLP
JERICHO FINANCIAL
AUM
$159M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JERICHO FINANCIAL, LLP →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5258208
Firm CRD# 288801
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTERVILLE?

Browse all registered financial advisors in WESTERVILLE, Ohio or claim this profile if it's yours.

Browse WESTERVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTERVILLE
Michael James Menzer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRussell Tate Ginise — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCRichard Kyle Winning — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLCMatthew Edward Shaffer — SHAFFER CAPITAL ADVISERS, LLCJames Paul Cramer — WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile