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Blue Jay Financial Group
Blue Jay Financial Group is a venture capital based in Defiance; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
We offer wealth management, subscription services, and hourly financial planning help to everyone, regardless of how much money they have to invest.
General information
Firm type
Venture Capital
Location
Region
North America
Country
United States
City
Defiance
Corporate office
Defiance, OH, United States
Principals
Jason Bernal
Founder | CERTIFIED FINANCIAL PLANNER™
Caleb Frankart
Financial Advisor | Enrolled Agent
Evan Willitzer
Paraplanner
Jenny Greear
Operations Manager
Jaimee Frey
Senior Relationship Manager
Nichole Wagner
Relationship Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Blue Jay Financial Group?
Jason Bernal, founder and CFP, leads the firm and designs the in-house investment models referred to as the Blue Jay Method (per the firm's website). Caleb Frankart, an enrolled agent and financial advisor, also advises on client accounts. The firm has not named a dedicated CIO.
Does Blue Jay Financial Group participate in fund commitments or only direct deals?
The firm's website does not mention fund commitments, direct deals, or co-investments. All evidence points to Blue Jay managing client assets via its own in-house models on a unified investment platform.
What investment stages does Blue Jay typically target?
Blue Jay Financial Group does not target any specific investment stage. Its focus is on ongoing wealth management for individuals across life stages — pre-retirement, retirement, and inheritance planning — not on venture, growth, or private equity stages.
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