Jason Bernat, financial advisor Boardman OH
93 score

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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Boardman, OH Jan 2014 - Current 2
National Association Of Insurance & Financial Advisors (naifa) Falls Church, VA Aug 2008 - Current 8
Berthel Fisher & Company Financial Services, Inc. Boardman, OH Nov 2007 - Current 9
American Financial Services Boardman, OH Nov 2007 - Current 9
American Financial Investments & Ins Group Boardman, OH Nov 2007 - Current 9
Unemployed Youngstown, OH Jul 2007 - Nov 2007 < 1
Ny Life Boardman, OH Feb 2007 - Jul 2007 < 1
Unemployed Youngstown, OH Nov 2006 - Feb 2007 < 1
Aflac Canfield, OH May 2006 - Nov 2006 < 1
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
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
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, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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