Blue Jay Financial Group
We are an independent Registered Investment Adviser that was born out of a desire to be able to do what’s right and specialize in financial planning. We help you design and implement a plan to help you make sure you’ll be OK. Investment and advisory services offered through Blue Jay Financial Group, LLC, a Registered Investment Adviser.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
17
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KS
Kristen Stelzer
Relationship Manager · Sales & Business Development
EmailPhone - CF
Caleb Frankart
Financial Advisor · Finance & Accounting
EmailPhone - JB
Jason Bernal
Financial Advisor, Founder · Finance & Accounting
EmailPhone - JF
Jaimee Frey
Senior Relationship Manager · Finance & Accounting
EmailPhone - JG
Jennifer Greear
Operations Manager · Operations
EmailPhone - EW
Evan Willitzer
Paraplanner · Finance & Accounting
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Blue Jay Financial Group
6 distinct titles indexed · top 6 shown.
- 1financial advisor
- 1financial advisor, founder
- 1operations manager
- 1paraplanner
- 1relationship manager
- 1senior relationship manager
Sign up to unlock all 6 contacts at Blue Jay Financial Group
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Sign up to reveal 6 verified contacts at Blue Jay Financial Group
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