AdFi
RC

Ryan Charles Bosler

Investment Adviser Representative at Jericho Financial

Westerville, OHCRD #5258208Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Charles Bosler is an investment adviser representative with Jericho Financial in Westerville, OH, where they have been registered since 2017. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Swisher Financial Concepts, Inc. and On Investment Management Co. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Ohio and Texas.

Office

38-a Commerce Park Drive
Westerville, OH 43082

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/8/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 1/23/2007
SIE
Securities Industry Essentials Examination
Passed 9/15/2017
Series 62
Corporate Securities Limited Representative Examination
Passed 4/28/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/10/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Jericho FinancialCurrent
9/11/2017 – Westerville, OH
Swisher Financial Concepts, Inc.
4/16/2010 – 9/19/2017Westerville, OH
ON Investment Management Co
3/29/2010 – 2/17/2011Westerville, OH
AXA Advisors, LLC
11/5/2008 – 3/19/2010Clarksville, TN
First Command Financial Planning, Inc.
6/5/2007 – 11/4/2008Clarksville, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Swisher Financial Concepts, Inc
    Mar 2010 – Sep 2017Westerville, OH
  2. THE O.n. Equity Sales Company
    Mar 2010 – Sep 2017Worthington, OH
  3. OHIO National Financial Services
    Mar 2010 – Sep 2017Cincinnati, OH
  4. Jericho Financial, LLP
    Jun 2017 – no end date reportedWesterville, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Jericho Financial

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $1,000,0001.00%
  • $1,000,001 - $3,000,0000.90%
  • $3,000,001 - $5,000,0000.80%
  • Greater than $5,000,0010.65%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Westerville, OH
SEC file number:
801-120540

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 26, 2026

View full firm profile

Other advisors at Jericho Financial

2 other advisors in the directory

View Jericho Financial firm profile

Similar advisors in Westerville, OH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Charles Bosler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched