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Jason Richard Bernal
JB
CFP
Jason Richard Bernal
JB
CFP

Jason Bernal

Blue Jay Financial Group, LLC
16 Years of Experience
Defiance, OH
1 Disclosure
View SEC Summary
View SEC Summary

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 303 clients with $110M in assets under management.

Blue Jay Financial Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
303 clients
Average Client Portfolio
$374K average
Assets Under Management
$113.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%. Specific fees are set forth in your agreement and may vary based on account size and portfolio complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Contact

Jason Richard Bernal
JB
Jason Bernal

Location

509 Fourth Street, Defiance, OH, 43512

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2015
Final
View Full SEC ReportHow to Read Disclosures
Other 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
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
July 2015 - May 2018 · 2 yrs 10 mos
Cetera Advisors LLCBroker
July 2015 - May 2018 · 2 yrs 10 mos
Fifth Third Securities, INC.
February 2012 - July 2015 · 3 yrs 5 mos
Fifth Third Securities, INC.Broker
February 2012 - July 2015 · 3 yrs 5 mos
The Huntington Investment Company
April 2011 - February 2012 · 10 mos
The Huntington Investment CompanyBroker
October 2009 - February 2012 · 2 yrs 4 mos
State Registrations4 states
FLINMIOH
Advisor

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
No exam information available for this advisor.
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.

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Jason Richard Bernal
JB
Contact
Jason Bernal
Jason Bernal - Financial Advisor | TrueAdvisor