Lake Jericho Llc
At Lake Jericho, we do things differently. Though headquartered in Chicago, we serve many types of clients across the country. We understand that investment decisions can feel overwhelming. That is why we take a unique approach—focusing on education, clarity, and goal-oriented solutions. Instead of following industry norms, we prioritize the essential elements that improve your financial health, create opportunity for you, and help you reach your goals. Lake Jericho is an independent, fee-only, registered investment advisory firm (CRD #173782). Lake Jericho adheres to the fiduciary standard in the provision of financial research and education, financial planning and advice, and discretionary portfolio management services to individuals and their families, trusts, foundations, endowments, the not-for-profit and the for-profit business communities. Additional information about Lake Jericho is available on the SEC’s website at
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Verified contacts
2
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LinkedIn employees
2
1 to 10 range
Open roles
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Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
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Top roles at Lake Jericho Llc
2 distinct titles indexed · top 2 shown.
- 1founder, president and ceo
- 1media and outreach
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