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
509 Fourth Street, Defiance, OH 43512
https://www.linkedin.com/company/blue-jay-financial-group/
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, IN, MI, OH

Financial Advisors at Blue Jay Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Bernal, financial advisor Defiance OH
Jason R. Bernal
CRD#: 5726892
509 Fourth Street, Defiance, OH 43512

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, financial advisor Defiance OH
Caleb R. Frankart
CRD#: 6169490
509 Fourth Street, Defiance, OH 43512

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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