Financial ADVSR advisor directory · SEC adviser records
Blue Jay Financial Group, LLC financial advisors in Defiance, OH
Every SEC-registered investment adviser representative at a Blue Jay Financial Group, LLC office in Defiance, A to Z.
3 registered advisors work at Blue Jay Financial Group, LLC in Defiance, out of 3 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Blue Jay Financial Group, LLC advisors in Defiance, A to Z
Every Blue Jay Financial Group, LLC advisor →- Jason R. BernalCertified Financial Planner
- Caleb R. FrankartInvestment adviser rep
- Michael E. WillitzerInvestment adviser rep
Blue Jay Financial Group, LLC advisors in every city and state →Blue Jay Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Defiance
All Defiance advisors →Questions
How many financial advisors does Blue Jay Financial Group, LLC have in Defiance?
3 investment adviser representatives are registered at Blue Jay Financial Group, LLC offices in Defiance, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Blue Jay Financial Group, LLC one of the largest advisor employers in Defiance?
Blue Jay Financial Group, LLC ranks number 2 in Defiance by registered advisors; Edward Jones has the most, with 5.
How do I check a Blue Jay Financial Group, LLC advisor in Defiance?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.