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Jericho Financial
Westerville, Ohio
5.0
3 Reviews
Jericho Financial is a small investment advisory firm based out of Westerville, OH, with a strong track record in managing assets for over 300 individual clients. With over $127,217,000 in assets under management, Jericho Financial is dedicated to providing personalized financial solutions. Their expertise lies in employer 401Ks and individual investments, making up approximately half of their managed assets. Clients trust Jericho Financial's experienced team to handle 100% of their assets on a discretionary basis.
Comprising three dedicated employees, Jericho Financial offers comprehensive investment advisory services. Their com...see more
Assets Under Mgmt
$127.22M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Jericho Financial
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