Jason Richard Bernal

Employer firm

Blue Jay Financial Group, LLC CRD 296467

$113M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 04/2018
  Cetera Advisors Llc
  Denver, CO
• 04/2018 → Present
  Blue Jay Financial Group, Llc
  Defiance, OH

Previous Registrations

• 2015-07-08 → 2018-05-02
  Cetera Advisors Llc
  Greenwood Village, CO
  Defiance, OH
• 2012-02-16 → 2015-07-07
  Fifth Third Securities, Inc.
  Defiance, OH
  Bryan, OH
  Swanton, OH
  Wauseon, OH
• 2011-04-05 → 2012-02-02
  The Huntington Investment Company
  Ottawa, OH
  Defiance, OH

Other Businesses

1) Name of the Business: Bernal Holdings, LLC Investment Related: No Address: 509 4th St Defiance OH 43512 Nature of the business: Real Estate Holdings Position: Owner Title: Owner Start Date: 06/08/2015 Approximate number of hours: 0 Number of hours devoted during securities trading hours: 0 Briefly describe your duties: Real Estate holdings for rental properties 2) Name of the Business: St. Blaise Farms, LLC Investment Related: No Address: 6315 Moser Rd Defiance, Oh, 43512 Nature of the business: Farm Position: Owner Title: Owner Start Date: 07/01/2026 Approximate number of hours: 20 Number of hours devoted during securities trading hours: 0 Briefly describe your duties: We are operating a small family farm with the focus of producing clean food for our community.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-04

Designations

• Certified Financial Planner