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. Jason Bernal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5619817
Raymond James Financial Services Advisors, Inc.
CRD# 5725299
Cambridge Investment Research Advisors, Inc.
CRD# 6895338
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Jay Financial Group, LLC | Defiance, OH | Apr 2018 - Current | 6 |
| Cetera Advisors LLC | Denver, CO | Jul 2015 - Apr 2018 | 2 |
| Fifth Third Securities | Defiance, OH | Feb 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IN
- MI
- OH
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Total Assets Under Management80MILLIONS
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Total Number of Accounts560ACCOUNTS
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Average Account Value$142,179
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, IN, MI, OH
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