Blue Jay Financial Group, LLC
● SEC registered since 2025CRD 296467SEC# 801-134428Defiance, OH
Reg. AUM
$113.5M
Employees
9
Accounts
676
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 $113.5 million in regulatory assets under management and employs 9 people.
Blue Jay Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina M Bernal Control | Member | 25-50% | 2018 |
| Jason Richard Bernal Control | Cco, Member | 50-75% | 2018 |
Frequently asked questions
How much does Blue Jay Financial Group, LLC manage?
Blue Jay Financial Group, LLC reports $113.5 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 9 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
| Address | 509 Fourth Street, Defiance, OH 43512 |
| Phone | 419-785-4525 |
| Fax | 877-369-5269 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.5M▲ 6%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$113.5Mregulatory AUM
Discretionary $112.6MNon-discretionary $809K