# Blue Jay Financial Group

Blue Jay Financial Group is a Venture Capital based in Defiance, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** Defiance, United States
- **Region:** North America
- **Address:** Defiance, OH, United States
- **Assets under management:** Undisclosed
- **Website:** bluejayfg.com
- **LinkedIn:** https://www.linkedin.com/company/blue-jay-ventures-pty-ltd

## Regulatory record

- **Reports private funds:** No

## About

We offer wealth management, subscription services, and hourly financial planning help to everyone, regardless of how much money they have to invest.

## Sectors

- Wealth Management
- Financial Planning

## People

- 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

## 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.

## Related profiles

- [AtriCure](https://altss.com/profile/atricure-atrc)
- [Canadian Tire Corporation](https://altss.com/profile/canadian-tire-corporation)

---

Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/blue-jay-ventures

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology