This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Optima meridian
- Established Date
- 03-01-2018
- Office Locations
- 1
Office Locations
About Blue JAY Financial Group, LLC
Blue Jay Financial Group is an Ohio-based, fee-only RIA providing fiduciary financial planning and wealth management, plus subscription and hourly engagements for clients at any asset level. It focuses on complex planning around retirement, taxes, inheritances, living off investments, small-business needs, and financial independence, with diversified portfolios using funds/ETFs (including Schwab/SEI custody). Team includes CFP® professionals and an IRS Enrolled Agent.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON RICHARD BERNAL
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5726892
- Ownership
- 50% but less than 75%
Christina M Bernal
Financial Advisor, Founder
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
CALEB RICHARD FRANKART
Financial Advisor
- CRD
- #6169490
Michael Evan Willitzer
--
- CRD
- #8202985
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,646,619 | $168,129 |
| Non-Discretionary | $809,057 | $134,843 |
| Total | $113,455,676 | $167,834 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $113,455,676
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $967,207,514 | 29.2% |
| Cash | $983,769,287 | 29.7% |
| Equity - Exchange | $1,361,377,699 | 41.1% |
| Total | $3,312,354,500 | 100.0% |