Blue Jay Financial Group is now a National Association of Personal Financial Advisors (NAPFA) member.
Both Jason Demland and Jason Bernal, owners of the local fee-only Registered Investment Advisory firm Blue Jay Financial Group, announced their membership in NAPFA.
NAPFA is the country’s leading professional association of fee-only financial advisors — highly trained professionals who are committed to working in the best interests of those they serve.
Its rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions.
Since then the association has developed high standards in the field and each advisor must sign and renew a fiduciary oath yearly and subscribe to its code of ethics.
It’s all a part of the mission of NAPFA. The association provides support and education for more than 3,000 practitioners all over the country. It is governed by the NAPFA board of directors and supported by its four regional boards.
NAPFA members live by three important values: To be the beacon for independent, objective financial advice for individuals and families.
To be the champion of financial services delivered in the public interest. To be the standard bearer for the emerging profession of financial planning.