Jason R. Bernal
BLUE JAY FINANCIAL GROUP
Defiance, OH 43512
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CRD#: 5726892
Professional summary
Jason Richard Bernal, CFP® is a registered financial advisor currently at BLUE JAY FINANCIAL GROUP, LLC located in Defiance, Ohio.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jason has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Biography
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.
After several years with local financial institutions, I have developed strategies that make the reasons for working with me compelling. I understand that planning for the future can be scary and that educating my client is paramount. My calm approach to helping clients helps shed light on their future.
I am the founding member and owner of Blue Jay Financial Group. I was raised in Defiance and graduated from Tinora High School. My wife, Christina, and I have 6 children; Carter, Lucy, Jackson, Owen, Bernadette, and Max. We reside in rural Defiance. I am an avid handyman and enjoy woodworking. I also love playing golf, spending time with my family and reading. I am an active member of St. John Catholic Church and a Scoutmaster for Troop 76 in Defiance, Ohio.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Retirement Planning
Budgeting
Retirement Income Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Charitable Giving
Entrepreneurs
Generation X
Investment Advice with Ongoing...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Jason Bernal is Boy Scout Troop Leader for Troop 76 in Defiance, OH. He receives no compensation for this activity and spends less than 1% of his time per month in this role. Jason Bernal also does business as Bernal Holdings, LLC to market the services he provides.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Richard Bernal's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
April 24, 2018 - Present
BLUE JAY FINANCIAL GROUP, LLC
Office #1: 509 Fourth Street, Defiance, OH 43512RIA
CRD#: 296467
Defiance, OH
Past
July 8, 2015 - May 2, 2018
CETERA ADVISORS LLC
RIA
CRD#: 10299
DEFIANCE, OH
Past
July 2, 2015 - May 2, 2018
CETERA ADVISORS LLC
BD
CRD#: 10299
DEFIANCE, OH
Past
February 16, 2012 - July 7, 2015
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
SWANTON, OH
Past
February 15, 2012 - July 7, 2015
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
SWANTON, OH
Past
April 5, 2011 - February 2, 2012
THE HUNTINGTON INVESTMENT COMPANY
RIA
CRD#: 16986
DEFIANCE, OH
Past
October 30, 2009 - February 2, 2012
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
DEFIANCE, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/23/2022)
IAR
Indiana(6/29/2018)
IAR
Michigan(2/3/2021)
IAR
Ohio(4/24/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BLUE JAY FINANCIAL GROUP, LLC
BLUE JAY FINANCIAL GROUP, LLC
CRD#: 296467 / SEC#: 801-134428
Florida
Registered Investment Advisory firm - (2/23/2022 Approved)Indiana
Registered Investment Advisory firm - (6/29/2018 Approved)Michigan
Registered Investment Advisory firm - (7/2/2018 Approved)Ohio
Registered Investment Advisory firm - (4/24/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
509 Fourth Street, Defiance, OH 43512
Mailing Address
Phone number
(419) 785-4525
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 723 |
| AUM (Assets Under Management) | $ 107,137,856 |
Red Flags
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Company Information
BLUE JAY FINANCIAL GROUP, LLC
CRD#: 296467Defiance, OH 43512TRUST BUT VERIFY
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