Jason Bernal
Blue Jay Financial Group · Defiance, Ohio
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.
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Specialties
Who they serve
- Pre-retirees
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 |
| Assets under management | $113.5M across 676 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IN, MI, OH · CRD 5726892 |
| Exams passed | Series 66 (2011) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bluejayfg.com |
| Profile |
How Jason's firm compares
- Blue Jay Financial Group's average account is about $168,000, from its Form ADV (assets managed divided by 676 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Blue Jay Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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