# Jason Bernal

> Jason Bernal is a fee-only financial advisor at Blue Jay Financial Group in Defiance, Ohio, who holds the CFP credential. Jason charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/jason-bernal/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Jay Financial Group
- **Based in:** Defiance, Ohio
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $113.5M across 676 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 5726892 (https://adviserinfo.sec.gov/individual/summary/5726892)
- **SEC registration:** Investment adviser representative in FL, IN, MI, OH
- **Exams passed:** Series 66 (2011)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.bluejayfg.com/

## Frequently asked questions

### Is Jason Bernal a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Blue Jay Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason charges a percentage of assets.

### How much does Jason charge?

According to Blue Jay Financial Group's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Jason Bernal based?

Jason Bernal is based in Defiance, Ohio.

### What does Jason specialize in?

Jason's specialties include retirement planning. Jason works with pre-retirees.

### What credentials does Jason Bernal hold?

Jason Bernal holds the CFP credential.

### Is Jason Bernal registered with the SEC?

Yes. Jason Bernal is registered as an investment adviser representative in FL, IN, MI and OH (CRD 5726892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Blue Jay Financial Group manage?

Blue Jay Financial Group reports $113.5M across 676 accounts in assets under management.

### How do I contact Jason Bernal?

Through Jason's website, www.bluejayfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5726892): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bluejayfg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.