Advisors move yearly
Have the best team working with you
Jason Hawn, Managing Director
I understand how challenging a change can be.
With 19 years in the financial services industry, including over 6 years in recruiting, I’ve had the privilege of helping countless advisors navigate this journey.
I support you in finding the right path forward so you can feel confident in your decision. Together, we can make this process more manageable and tailored to your unique needs.
Services We Offer
Broker-Dealer Search
Personalized Guidance for Advisors Selecting a New Firm
Consultative support helps you navigate the landscape and arrive at the destination suited to your individual needs.
Registered Investment Adviser
We Raise the Right Questions and Help You Answer Them
Thinking about launching your own RIA or joining an existing one? Let our expertise guide you.
Selling Your Practice
Maximize the Valuation of Your Life’s Work
Work with Bridgemark to develop and execute a plan that puts you in front of curated buyers.Why work with Bridgemark Strategies and me?
Unbiased Research
I unbiasedly educate you on the Broker-Dealer/RIA Marketplace and align you with firms that best complement your business and goals.
Strategic Advocacy
I advocate for you during the due diligence process by asking the right questions and gathering accurate information.
Skilled Negotiation
I negotiate on your behalf to maximize your upfront and the ongoing economics at your new firm.
No Cost to You
My services are at no cost to you. We are paid by the Broker-Dealers, Custodians, RIAs and OSJ.
Discover the difference with Bridgemark Strategies.
Our Advisor-Centric Approach
Does it FEEL right?
Too often, advisors associate “feel” with “likability.” Cultural and philosophical alignment are more important than likability.
Through our comprehensive research capabilities, we match you to a firm that feels right for your business and goals.
Is this a good FIT?
Understanding a firm’s products, technology, tools, and rules and regulations are critically important in the decision-making process.
We help you uncover, evaluate, and compare the pros and cons of different firms to find the right fit for you and your clients.
What are the FINANCIALS?
Capture your value. Whether you are changing firms or selling your business, there are significant financial considerations to evaluate.
We optimize the economics of your move. We negotiate financial offers that are marketplace-competitive and reflect your worth.
Discover the difference with Bridgemark Strategies.
Our Advisor-Centric Approach
Does it FEEL right?
Too often, advisors associate “feel” with “likability.” Cultural and philosophical alignment are more important than likability.
Through our comprehensive research capabilities, we match you to a firm that feels right for your business and goals.
Is this a good FIT?
Understanding a firm’s products, technology, tools, and rules and regulations are critically important in the decision-making process.
We help you uncover, evaluate, and compare the pros and cons of different firms to find the right fit for you and your clients.
What are the FINANCIALS?
Capture your value. Whether you are changing firms or selling your business, there are significant financial considerations to evaluate.
We optimize the economics of your move. We negotiate financial offers that are marketplace-competitive and reflect your worth.
From first call to full conversion.
Advisor Transition Timeline
DAY 1 Initial Introductions
CONNECT WITH ME
Jason Hawn, Managing Director
- 610-247-9433
- [email protected]
- Schedule a call
- Send a message
- LinkenIn
Prior to joining Bridgemark Strategies, I was a top-producing recruiter for 5 years at one of the largest broker dealers in the country, Ameriprise Financial, where I transitioned some of the largest teams in the company’s history. Additionally, I was a successful wholesaler for 13 years with both Mainstay Investments and Hartford Funds/Planco, where I serviced wirehouse, independent broker-dealer, RIA and Bank advisors across the country.
I was born and raised in the greater Philadelphia area, and graduated from Bloomsburg University of Pennsylvania with a B.S. in Business Marketing. As an avid sports fan and outdoorsman, you can find me skiing, hiking, playing soccer, and cheering on any of Philadelphia’s sports teams. I enjoy traveling the world and listening to live music. I live in Philadelphia with my wife, son, daughter, 2 dogs, and a cat.
Jason Hawn, Managing Director
- 610-247-9433
- Schedule a call
- LinkenIn
Prior to joining Bridgemark Strategies, I was a top-producing recruiter for 5 years at one of the largest broker dealers in the country, Ameriprise Financial, where I transitioned some of the largest teams in the company’s history. Additionally, I was a successful wholesaler for 13 years with both Mainstay Investments and Hartford Funds/Planco, where I serviced wirehouse, independent broker-dealer, RIA and Bank advisors across the country.
I was born and raised in the greater Philadelphia area, and graduated from Bloomsburg University of Pennsylvania with a B.S. in Business Marketing. As an avid sports fan and outdoorsman, you can find me skiing, hiking, playing soccer, and cheering on any of Philadelphia’s sports teams. I enjoy traveling the world and listening to live music. I live in Philadelphia with my wife, son, daughter, 2 dogs, and a cat.
JCH 2026