BLUE JAY FINANCIAL GROUP, LLC
CRD #296467 SEC #801-134428 DEFIANCE, OH 419-785-4525
SEC Registered Disclosures
Total AUM
$107.1M
Discretionary
$106.2M
Employees
7
Clients
1
Accounts
723
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNAL, JASON, RICHARD | I | CCO, MEMBER | D | Control |
| BERNAL, JASON, RICHARD | I | CCO, MEMBER | D | Control |
| BERNAL, JASON, RICHARD | I | CCO, MEMBER | D | Control |
| Bernal, Christina, M | I | MEMBER | C | Control |
| Bernal, Christina, M | I | MEMBER | C | Control |
| Bernal, Christina, M | I | MEMBER | C | Control |
Registrations
Federal
IA
Dec 5, 2025 REGISTERED
Notice Filings (3)
FL MI OH
Address
509 FOURTH STREETDEFIANCE, OH 43512
United States
Phone: 419-785-4525