Jason Richard Bernal
Investment adviser representative at Blue Jay Financial Group, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$113.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Blue Jay Financial Group, LLCApr 2018 to now
- Cetera Advisors LLCJul 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (FL, IN, MI, OH).
Blue Jay Financial Group, LLC
$113.5MAssets managed
303Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5726892
- Firm CRD
- 296467