Jeff Nash

About Jeff Nash

Before I started helping financial advisors grow, I was an advisor myself. That…

Experience

1. CEO and Co-founder

   Bridgemark Strategies

   Aug 2017 — Present

   I’ve spent my entire career in the wealth management industry. While I started in an advisory role, I developed into various leadership roles designed to help firms understand, support, and grow their advisor networks. Today, I lead Bridgemark Strategies with a single goal: to help advisors make better, smarter decisions about their futures.Whether someone is thinking about switching broker-dealers, establishing or joining an RIA, or exploring succession or mergers and acquisitions, what they often don’t have is access to real information. There’s no central database. No Google. No AI. Just recruiters with incentives, friends with opinions, and product wholesalers with sales decks.That’s where we come in. Bridgemark was built to offer something different: a consultancy genuinely designed around the advisor’s best interest. I created our Feel, Fit, Financial™ framework to guide advisors through transitions that go beyond simple economics and into the realm of cultural alignment. It’s about business compatibility; building confidence in the decision itself, not second-guessing it afterward.Unlike most firms, we specialize in both advisor recruiting and M&A; we do both, and we do them at scale. Our curated approach to mergers and acquisitions begins with conversation, not spreadsheets. We focus first on who you are and what you want, then connect you with potential partners who align with your goals. Only then do we talk numbers. That philosophy has helped us deliver strong valuations, long-term synergies, and smoother transitions for practices managing between $100mm and $5bn in assets.I love this work because it makes a real difference in people’s lives. When we do our job well, advisors feel informed, empowered, and in control, even when facing career-defining decisions.If you’re considering a transition, I’d be happy to start a c••••••••@bridgemarkstrategies.com

Skills

• Leadership
• Financial Planning
• Strategic Planning
• Relationship Management
• Series 63
• Securities Regulation
• Securities
• Estate Planning
• Business Development
• Portfolio Management
• Wealth Management
• Start-Ups
• Strategy
• Sales Management
• Iras
• Fixed Income
• Financial Services
• Retirement
• Strategic Financial Planning
• Finance
• Business Planning
• Investment Strategies
• Alternative Investments
• Separately Managed Accounts
• Series 65
• Practice Management
• Fixed Annuities
• Financial Planners
• Process Improvement
• Mutual Funds
• Risk Management
• Management Consulting
• Wealth Management Services
• Investment Management
• Variable Annuities
• Retirement Planning
• Finra
• Recruiting
• Strategic Thinking
• Series 6