Financial Advisor Broker-Dealer Consulting, Jon Henschen & Associates finds suitable independent broker-dealers for financial advisors
Financial Advisor Broker-Dealer Consulting, Jon Henschen & Associates finds suitable independent broker-dealers for financial advisors
 

IN THE NEWS…

Broker/Dealer's in the year 2010 - What does the future hold in store for Independent broker/dealers?T

TOP 5 ARTICLES »
NEWS ARCHIVES »

RESOURCES…

Questions to Ask When Changing Your Broker/Dealer featured in ProducersWeb — free copy

ADVISOR SATIRE…

PowerPoint Presentations, Mailers and more...

 
 
About Us

Bringing Together the Right Advisors and Independent Broker/Dealers

Jon Henschen

Jonathan Henschen, CFS
President of Henschen & Associates

Jon matches Advisors with independent broker/dealers, finding relationships that will best fit their profiles and often uncovering unique opportunities that would otherwise remain hidden. Henschen & Associates contracts with over 70 independent broker/dealers and 15 producer groups. Jon writes the recruiting column for Broker/Dealer Journal and is a regular contributor to Investment News, On Wall Street, Investment Advisor, Broker World, BD Insider, ProducersWeb and Bloomberg News .


Jon was highly instrumental in helping me navigate the vast sea of independent broker/dealers. With all the wholesalers that I spoke with promising how great they are, I found it a difficult task to find the right broker/dealer that would "fit" my tenure and practice focus. Jon has vast knowledge and integrity to help the advisor with this daunting decision. I would recommend him very highly!
— J. Pocock, GA


Jon Henschen personally assisted in my difficult placement. He is such a caring, knowledgeable professional. The must-use recruiting firm for independent financial advisors.
— M. Woloshin, NJ

Leslie Guria

Leslie Guria, MBA
VP of Marketing, Henschen & Associates

Leslie earned her MBA from Keller Graduate School of Management and parlayed over twenty years of sales, marketing, public relations and recruitment experience. Her focus is on marketing projects and efficiency solutions that allow the recruiters to concentrate on the needs of their clients.

 

I've found Henschen & Assoc. incredibly knowledgeable about the inner workings of the securities industry. They're reliable, seem to know everyone, and have become an invaluable resource.
— J. DeVol, PA

Henschen & Associates was an invaluable resource when I was looking to relocate my book of business. I had very specific needs and little time to do the research and they were able to take the 'ball and run.' They introduced several situations with firms that met my needs. After a short period of time, we found the right firm and Jon Henschen helped negotiate the best deal for me. Jon really made the daunting prospect of changing firms a smooth and easy transition.
— L. Johnson, PA

Debbie Schnieder

Debbie Schnieder
Marketing Assistant

Deb is my local marketing assistant helping out with numerous marketing and administrative projects. She is originally from Berkshire England working in Marketing at Strategics Marketing Company we well as Advertising Sales for 2-Ten Radio Station in Reading, UK. Deb is the least insurable in our group being an avid scuba and sky diver.

In the Fall of 2005 I was seeking my "Last Broker Dealer" and the choices seemed to confuse me more than anything else. Jon Henschen asked me all the right questions and directed me to several excellent firms for follow-up. I then did more leg work/due diligence before agreeing to sign with my best choice. I felt comfortable doing so because Henschen & Associates had narrowed the field beforehand and the final decision came naturally. Thank you Jon!

— B. Green, CA

Had it not been for the help of Henschen & Associates, I would not have known the ideal independent broker/dealer match for me. They made my search painless. I am grateful for the services they provided. 
— M. Trexel, CA