Jason Bernat, financial advisor Boardman OH

Jason Bernat

CRD Number: 5290660
Current Firm: Bfc Planning, Inc.

Jason Bernat (CRD# 5290660) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Boardman, OH Jan 2014 - Current 10
National Association Of Insurance & Financial Advisors (naifa) Falls Church, VA Aug 2008 - Current 15
Berthel Fisher & Company Financial Services, Inc. Boardman, OH Nov 2007 - Current 16
American Financial Services Boardman, OH Nov 2007 - Current 16
American Financial Investments & Ins Group Boardman, OH Nov 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
Contact Info for Jason J. Bernat
Phone Number: 319-447-5700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,477
    MILLIONS
  • Total Number of Accounts
    8,990
    ACCOUNTS
  • Average Account Value
    $164,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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