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Blue Jay Financial Group, LLC

● SEC registered since 2025CRD 296467SEC# 801-134428Defiance, OH
Export (members)
Reg. AUM
$107.1M
Employees
6
Accounts
723
Location
Defiance, OH

Blue Jay Financial Group, LLC assets under management

Blue Jay Financial Group, LLC is a registered investment adviser overseen by the SEC based in Defiance, OH. The firm has been registered since 2025. It reports $107.1 million in regulatory assets under management and employs 6 people.
twitter.com/bluejayfgView on SEC.gov ↗

Blue Jay Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christina M Bernal ControlMember25-50%2018
Jason Richard Bernal ControlCco, Member50-75%2018

Frequently asked questions

How much does Blue Jay Financial Group, LLC manage?

Blue Jay Financial Group, LLC reports $107.1 million in regulatory assets under management on its Form ADV.

How many employees does Blue Jay Financial Group, LLC have?

Blue Jay Financial Group, LLC reports 6 employees.

Where is Blue Jay Financial Group, LLC located?

Blue Jay Financial Group, LLC is based in Defiance, OH and has been SEC-registered since 2025.

Does Blue Jay Financial Group, LLC disclose fund performance?

Blue Jay Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address509 Fourth Street, Defiance, OH 43512
Phone419-785-4525
Fax877-369-5269
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$106.2M
Non-discretionary$943K
Total (RAUM)$107.1M