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JERICHO FINANCIAL

WESTERVILLE, OH · CRD 288801 · IAPD ↗ · (614) 948-0039

$220.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — JERICHO FINANCIAL reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2024 — JERICHO FINANCIAL notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.