As of November 1st, 2017, Jason Bernal and Jason Demland have acquired Randy Wright’s 20-year-old investment and insurance business, The Wright Agency. Bernal and Demland of Blue Jay are excited to welcome Randy’s clients and think that the change will be mutually beneficial for all.
“I’ve known Randy most of my life and know that his family values and integrity fit with what we’re building at Blue Jay,” Demland said.
“Clients that are transitioning to Blue Jay can expect leveraging of the latest technology, customized and conflict-free portfolio management, and investment advice that’s in their best interest combined with a high level of service,” Bernal added.
The acquisition comes as a result of Blue Jay’s expansion into the corporate retirement plan and insurance business as well as Wright’s search for a succession plan. The downtown Defiance offices have been remodeled to accommodate more employees and continues to grow.
“I’m excited about this transition because of the opportunities it will provide for me and my clients,” Wright said. “I’ll be working in the Blue Jay office for a few more years and plan to be a part of the team helping with the transition.” Blue Jay has the ability to offer investment services that were not previously available for clients of Wright’s.
Blue Jay Financial group started in 2015 with Jason Bernal and Jason Demland. Blue Jay is a Dave Ramsey SmartVestor Pro financial advisor and specializes in financial planning, portfolio construction, and investment management. Blue Jay recently was voted the 3rd place financial advisor in the area by the readers of the Crescent News and has its main offices at 400 Clinton St, downtown Defiance. For more information on the transition call (419) 785-4525 or visit www.bluejayfg.com
