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Ryan Charles Bosler

CFP®
JERICHO FINANCIAL
WESTERVILLE, OH
·CRD# 5258208·19 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2011

Years of Experience

19 years in the financial services industry

Current & Past Employments

JERICHO FINANCIAL·CRD# 288801
RIA
38-a Commerce Park Drive, Westerville, OH 43082
September 11, 2017 - Present
SWISHER FINANCIAL CONCEPTS, INC.·CRD# 121384
RIA
Westerville, OH
April 16, 2010 - September 19, 2017
ON INVESTMENT MANAGEMENT CO·CRD# 105662
RIA
Westerville, OH
March 29, 2010 - February 17, 2011
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Westerville, OH
March 25, 2010 - September 15, 2017
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Clarksville, TN
November 5, 2008 - March 19, 2010
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Clarksville, TN
November 3, 2008 - March 19, 2010
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
RIA
Clarksville, TN
June 5, 2007 - November 4, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
Clarksville, TN
January 11, 2007 - November 4, 2008

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Current Firm

JF
JERICHO FINANCIAL

JERICHO FINANCIAL | JERICHO FINANCIAL, LLP

CRD#: 288801 / SEC#: 801-120540
RIA
Registered Investment Advisory firm - SEC (3/17/2021 Approved)
Ohio
Registered Investment Advisory firm - Ohio (3/18/2021 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (4/7/2021 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (3/18/2021 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (4/17/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/18/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

38-a Commerce Park Drive, Westerville, OH 43082

Phone Number

(614) 948-0039

# of Employees

3

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- JERICHO FINANCIAL (2/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

979

AUM (Assets Under Management)

$220,020,009

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/19/2026Cover PageReport

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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.

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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 - SEC (3/17/2021 Approved)
Ohio
Registered Investment Advisory firm - Ohio (3/18/2021 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (4/7/2021 Terminated)
South Carolina
Registered Investment Advisory firm - South Carolina (3/18/2021 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (4/17/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/18/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Ohio
(9/12/2017)
IAR
Texas
(9/11/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2017About the SIE exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Apr 2015

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2007About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Charles Bosler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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