SC
Shar A. Cross
JERICHO FINANCIAL
WESTERVILLE, OH 43082
Some features on this profile are disabled
CRD#: 7358056
SC
Professional summary
Shar Alexander Cross is a registered financial advisor currently at JERICHO FINANCIAL located in Westerville, Ohio.
Shar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Shar has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Shar Alexander Cross'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®
NoneExperience
Current
August 9, 2023 - Present
JERICHO FINANCIAL
Office #1: 38-a Commerce Park Drive, Westerville, OH 43082RIA
CRD#: 288801
WESTERVILLE, OH
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(8/9/2023)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
