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JERICHO FINANCIAL
JERICHO FINANCIAL, LLP
CRD 288801 · SEC 801-120540
38-A COMMERCE PARK DRIVE, WESTERVILLE, OH, 43082, United States
Phone
(614) 948-0039
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$220.0M
Discretionary AUM
$220.0M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 361 | $117.3M |
| High net worth individuals | 29 | $80.7M |
| Pension/profit sharing plans | 6 | $22.1M |
States served
OH, PA, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD