RB
Ryan C. Bosler
JERICHO FINANCIAL
WESTERVILLE, OH 43082
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CRD#: 5258208
RB
Professional summary
Ryan Charles Bosler, CFP® is a registered financial advisor currently at JERICHO FINANCIAL located in Westerville, Ohio.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ryan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ryan Charles Bosler is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. JER always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of JER in connection with such individual's activities outside of JER. Since September 1, 2024, Ryan Bosler has been a partner and the COO of CrossFit Polaris, located at 8692 Olde Worthington Rd, Westerville, OH 43082. The business is not investment-related; it is related to fitness. Ryan is responsible for overseeing operations of the business which include personnel, membership, billing, software, policies and procedures. Ryan is compensated to the extent the business generates net profits, but he does not hold a salaried position. This business activity does not take up more than 10% of his time (approximately 10 hours spent per month) and he does not devote any time to this business activity during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Charles Bosler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
September 11, 2017 - Present
JERICHO FINANCIAL
Office #1: 38-a Commerce Park Drive, Westerville, OH 43082RIA
CRD#: 288801
WESTERVILLE, OH
Past
April 16, 2010 - September 19, 2017
SWISHER FINANCIAL CONCEPTS, INC.
RIA
CRD#: 121384
WESTERVILLE, OH
Past
March 29, 2010 - February 17, 2011
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
WESTERVILLE, OH
Past
March 25, 2010 - September 15, 2017
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
WESTERVILLE, OH
Past
November 5, 2008 - March 19, 2010
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CLARKSVILLE, TN
Past
November 3, 2008 - March 19, 2010
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CLARKSVILLE, TN
Past
June 5, 2007 - November 4, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
CLARKSVILLE, TN
Past
January 11, 2007 - November 4, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
CLARKSVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JF
JERICHO FINANCIAL
JERICHO FINANCIAL | JERICHO FINANCIAL, LLP
CRD#: 288801 / SEC#: 801-120540
RIA
Registered Investment Advisory firm - (3/17/2021 Approved)Ohio
Registered Investment Advisory firm - (3/18/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)South Carolina
Registered Investment Advisory firm - (3/18/2021 Terminated)Tennessee
Registered Investment Advisory firm - (4/17/2021 Terminated)Texas
Registered Investment Advisory firm - (3/18/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(9/12/2017)
IAR
Texas(9/11/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/28/2015
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Current Firm
JF
JERICHO FINANCIAL
JERICHO FINANCIAL | JERICHO FINANCIAL, LLP
CRD#: 288801 / SEC#: 801-120540
RIA
Registered Investment Advisory firm - (3/17/2021 Approved)Ohio
Registered Investment Advisory firm - (3/18/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)South Carolina
Registered Investment Advisory firm - (3/18/2021 Terminated)Tennessee
Registered Investment Advisory firm - (4/17/2021 Terminated)Texas
Registered Investment Advisory firm - (3/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
38-a Commerce Park Drive, Westerville, OH 43082
Mailing Address
Phone number
(614) 948-0039
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 945 |
| AUM (Assets Under Management) | $ 191,469,840 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
