Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Jerome Bernat is an active investment advisor representative who has been in the industry since March 29, 2009. Jason is currently registered with BFC Planning, Inc. in both Ohio and Iowa, as well as with the Financial Industry Regulatory Authority (FINRA). Jason has a range of experience in financial planning, investment advisory services, and securities business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
OH
01/31/2014 - Present
BFC Planning, Inc. (BOARDMAN OH)
BC
Issued 12/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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