Financial ADVSR advisor directory · SEC adviser records
Blue Jay Financial Group, LLC financial advisors in Ohio
Every SEC-registered investment adviser representative at a Blue Jay Financial Group, LLC office in Ohio, by city and A to Z.
3 registered advisors work at Blue Jay Financial Group, LLC in Ohio, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Defiance (3). 1 list the CFP designation and 0 are also registered broker representatives.
Blue Jay Financial Group, LLC advisors by city in Ohio
Every firm in Ohio →Blue Jay Financial Group, LLC advisors in Ohio, A to Z
Search by name →- Jason R. BernalDefiance · Certified Financial Planner
- Caleb R. FrankartDefiance
- Michael E. WillitzerDefiance
Blue Jay Financial Group, LLC advisors in every state →Blue Jay Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Blue Jay Financial Group, LLC financial advisors are in Ohio?
3 investment adviser representatives are registered at Blue Jay Financial Group, LLC offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Blue Jay Financial Group, LLC have the most advisors?
Defiance, with 3. Blue Jay Financial Group, LLC has advisors in 1 city in Ohio.
How do I check a Blue Jay Financial Group, LLC advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Blue Jay Financial Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.