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Jericho Financial, LLP
Jericho Financial, LLP is a registered investment adviser firm headquartered in Westerville, Ohio. Founded to serve hard-working individuals and families, the firm offers financial advising, coaching, and planning with a 360-degree approach to personal finance, emphasizing relational engagement over transactional services. Jericho Financial abandons minimum balance requirements and is dedicated to helping clients build financial success through disciplined investing and daily financial habits. As of early 2025, the firm reports 3 employees and focuses on direct, coach-driven client relationships.
Investment Strategy
Jericho Financial employs a 360-degree, holistic financial planning strategy focused on helping clients—especially young and underserved individuals and families—build financial health and achieve milestones through disciplined investing, personalized coaching, and comprehensive guidance on spending, borrowing, insurance, and life events. The firm does not require account minimums and invests a portion of client funds in markets while prioritizing daily financial habits, liquidity plans, and key protection policies to support long-term financial well-being.
Latest 13F Filing Activity
Jericho Financial, LLP filed their most recent 13F report on Jun 30, 2025 disclosing 41 equity positions with a total 13F market value of $152M. The fund increased holdings in Broadcom Inc., Netflix Inc., Nvidia Corporation among other positions. Jericho Financial, LLP reduced exposure to Chemed Corp. New, Chevron Corp. New, Abbvie Inc. among others.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NFLX | NETFLIX INC | 6.56% | $9.9M | 7,426 | $891.32 | $1339.13 | +$2.6M |
M MSFT | MICROSOFT CORP | 5.48% | $8.3M | 16,692 | $415.87 | $497.41 | +$1.9M |
M META | META PLATFORMS INC | 5.39% | $8.2M | 11,069 | $585.51 | $738.09 | +$1.6M |
A AVGO | BROADCOM INC | 5.21% | $7.9M | 28,675 | $231.84 | $275.65 | +$3.1M |
J JPM | JPMORGAN CHASE & CO. | 4.92% | $7.5M | 25,730 | $239.71 | $289.91 | +$1.1M |
Industry Allocation
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