# BLUE JAY FINANCIAL GROUP, LLC

BLUE JAY FINANCIAL GROUP, LLC of DEFIANCE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 296467
- Type: SEC-registered investment adviser
- SEC file number: 801-134428
- Location: 509 FOURTH STREET, DEFIANCE, OH, 43512
- Phone: 419-785-4525
- Latest filing: 2026-06-02
- Regulatory AUM: $113.5M
- Discretionary AUM: $112.6M
- Non-discretionary AUM: $809K
- Clients: 9
- Accounts: 676

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jason Richard Bernal | CCO, MEMBER | — |
| Christina M Bernal | MEMBER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296467/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296467/similar
- Related entities: https://search.stillhousedata.com/firm/296467/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296467

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.