Ryan Bosler is a CFP-designated registered investment advisor at Jericho Financial, based in Westerville, OH, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 396 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
38-A Commerce Park Drive, Westerville, OH, 43082
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is an independent licensed insurance agent and offers clients advice or products from those activities, which presents a conflict of interest. Since September 2024, Ryan has also been a partner and COO of CrossFit Polaris, a fitness business, dedicating minimal time to it.
Employment History
Current Registrations
Jericho Financial
Previous Registrations
Swisher Financial Concepts, INC.
On Investment Management CO
The O.N. Equity Sales CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.