Blue Jay Financial Group, LLC
Blue Jay Financial Group, LLC (CRD# 296467) is a financial advisory firm headquartered in Defiance, OH. They manage $79,620,484 in 560 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Blue Jay Financial Group, LLC
By the Numbers
-
Total Assets Under Management80MILLION
-
Total Number of Accounts560ACCOUNTS
-
Average Account Value$142,179
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, IN, MI, OH
Financial Advisors at Blue Jay Financial Group, LLC
1
Jason Bernal (CRD# 5726892) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 13 years of experience in the finance industry.
2
Caleb Frankart (CRD# 6169490) is an Investment Advisor Representative working at Blue Jay Financial Group, LLC in Defiance, OH and has over 11 years of experience in the finance industry.
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