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

Jason Bernal Earns CFP® Designation – Blue Jay Financial Group Accepted Into XY Planning Network

May 27, 2020

Defiance, OH – May 27, 2020 – Blue Jay Financial Group, a financial planning firm serving clients nearing ...

The post Jason Bernal Earns CFP® Designation – Blue Jay Financial Group Accepted Into XY Planning Network appeared first on Blue Jay Financial Group.

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Small Business Help During Coronavirus Quarantine

April 6, 2020

The government response to the Coronavirus threat is remarkable. The scope is mind bending and something that we’ll ...

The post Small Business Help During Coronavirus Quarantine appeared first on Blue Jay Financial Group.

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Advice For Every Scenario

March 26, 2020

Your Income Is Your Rifle

Your best weapon to fight financial disaster is your income. Focus first on getting ...

The post Advice For Every Scenario 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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