Jason Bernal is a CFP-designated registered investment advisor at Blue Jay Financial Group, LLC, based in Defiance, OH, with 16 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 284 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Jay Financial Group charges a fee based on a percentage of the value of your portfolio. The specific fee is agreed upon in your investment advisory agreement, with a maximum annual fee of 2.00% on all asset levels. The fee is calculated on the market value of your portfolio and is typically billed quarterly in advance. Fees may be negotiable based on the size of the account, complexity of the portfolio, or other reasons. Employees and their family members may be charged a reduced fee.
Contact
Jason Bernal
Location
509 Fourth Street, Defiance, OH, 43512
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Regulatory History (1)
Regulatory
July 2015Other Business Activities
Jason is a Boy Scout Troop Leader, dedicating minimal time to this uncompensated role. Jason also operates Bernal Holdings, LLC to market his services.
Employment History
Current Registrations
Blue Jay Financial Group, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
State Registrations4 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.
Exams
Additional Information
I began my career in the financial services industry while attending the University of Toledo. After graduating, I gained unique experience working in the manufacturing and financial industries. This experience allowed me to understand the complex world of business while making it simple to understand for my clients.