Are You a
Financial Advisor
Looking for a Change?
Save Time.
I do the heavy lifting
Minimize Mistakes.
I do the heavy lifting
Improve Negotiations.
I do the heavy lifting
At No Cost to You.
I do the heavy lifting
save Time.
Minimize Mistakes.
Improve
Negotiations.
I know the options and levers that can improve and customize a firm’s offer. We will make a deal that is right for you.
No Cost
to You.
The firm pays me through their Marketing budgets without negatively affecting your transition package or payout.
save Time
Don’t spend your time researching and negotiating with firms. I curate your best options and simplify the process.
Minimize Mistakes
Improve Negotiations
I know the options and levers that can improve and customize a firm’s offer. We will make a deal that is right for you.
No Cost to You
The firm pays me through their Marketing budgets without negatively affecting your transition package or payout.
READY FOR A CONVERSATION?
Jason Hawn
Managing Director
Bridgemark Strategies
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.
I understand how challenging a change can be.
Jason Hawn
Managing Director, Bridgemark Strategies
With 20 years in the financial services industry, including over 7 years in recruiting, I’ve had the privilege of helping countless advisors navigate this journey. I joined Bridgemark Strategies because I want to help advisors explore the entire market unbiasedly when moving to a new firm.
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.
What are the advantages OF WORKING WITH ME?
Broad Research
Unlike many of our competitors, Bridgemark Strategies has over 150 firm agreements. This gives me the ability to find the best fit for you. The firm pays me through their Marketing budgets without negatively affecting your transition package or payout.
Skilled Negotiation
Strategic Advocacy
No Cost to You
of advisors Who Move
Wish They had Moved Sooner
You don’t have to be unhappy with your current firm to explore your options. We can start a conversation 12-24 months before you’re ready to move.
100% Confidential
Your information is protected
No Obligation
No pressure, just honest guidance
We work at your pace
You control the timeline
Visit the
SERVICES
Page
Broken/Dealer Search, Joining or Starting an RIA, and Selling/Merging Your Business
AN ADVISOR-CENTRIC APPROACH
Are You a Financial Advisor Looking for a Change?
Save Time.
Minimize Mistakes.
Improve Negotiations.
At No Cost to You.
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 it 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.
Who is Bridgemark Strategies?
While I’m your direct partner throughout the process, my recommendations are backed by the expertise, resources, and market insight of Bridgemark Strategies, one of the industry’s largest independent recruiting consultancies.
Bridgemark Strategies is an advisor-centric firm committed to ensuring your next step is your best step. Bridgemark Strategies’ Feel, Fit, and Financials™ framework was designed to bring structure and clarity to what can otherwise feel overwhelming.
Bridgemark's 2025 Marketplace Reach
Firms Researched
BD/RIA Firm Agreements
Unique Firm Placements
Bridgemark's 2025 Marketplace Reach
Firms Researched
BD/RIA Firm Agreements
Unique Firms Where We Placed Advisors
ready for a conversation?
Jason Hawn
Managing Director, Bridgemark Strategies
Prior to joining Bridgemark Strategies, I was a top-producing recruiter for 5 years at one of the largest broker dealers in the country, 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.