Jason Bernal, CFP® Blue Jay Financial Group

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About Jason Bernal, CFP®

I began my career in the financial services industry while attending the University of Toledo. After graduating, I gained unique experience working in the manufacturing and financial industries. This experience allowed me to understand the complex world of business while making it simple to understand for my clients.

After several years with local financial institutions, I have developed strategies that make the reasons for working with me compelling. I understand that planning for the future can be scary and that educating my client is paramount. My calm approach to helping clients helps shed light on their future.

I am the founding member and owner of Blue Jay Financial Group. I was raised in Defiance and graduated from Tinora High School. My wife, Christina, and I have 6 children; Carter, Lucy, Jackson, Owen, Bernadette, and Max. We reside in rural Defiance. I am an avid handyman and enjoy woodworking. I also love playing golf, spending time with my family and reading. I am an active member of St. John Catholic Church and a Scoutmaster for Troop 76 in Defiance, Ohio.

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Recently Published

3 Things to Consider Before Rolling Your 401(k)

September 28, 2021

There are a lot of options to consider when you have decided to roll your 401(k) out of ...

The post 3 Things to Consider Before Rolling Your 401(k) appeared first on Blue Jay Financial Group.

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Is It Better To Buy A New Car Or A Used Car?

September 14, 2021

In 2019, according to Kelley Blue Book’s research the estimated average price of a new car was $37,577. ...

The post Is It Better To Buy A New Car Or A Used Car? appeared first on Blue Jay Financial Group.

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SIMPLE Plans For Your Small Business

September 7, 2021

The deadline for starting a SIMPLE plan for your business is quickly approaching.  Employers have until October 1st ...

The post SIMPLE Plans For Your Small Business appeared first on Blue Jay Financial Group.

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Flat Fee: $3,000+/engagement
  • Hourly Fee: $350+/hr
  • AUM: 1.50%

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