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John Jacob Heisler

Quaker Wealth Management LLC

Moorestown, NJ

CRD 4482190

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Employer firm

Quaker Wealth Management LLC CRD 284546

$449M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Quaker Wealth Management Llc

70 East Main Street, Moorestown, NJ 08057 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-07-03
  • NJ RA
    APPROVED
    Since 2018-07-03

Branch Locations

214 West Main Street Suite L8, Moorestown, NJ 08057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Brokerage Services Moorestown NJ 03/2011 06/2018
Summit Financial Group Moorestown NJ 03/2011 06/2018
Quaker Wealth Management Moorestown NJ 06/2018 Present
  • 03/2011 → 06/2018
    Summit Brokerage Services
    Moorestown, NJ
  • 03/2011 → 06/2018
    Summit Financial Group
    Moorestown, NJ
  • 06/2018 → Present
    Quaker Wealth Management
    Moorestown, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-19
  • S66 Uniform Combined State Law Examination
    2011-04-19
Designations
  • Certified Financial Planner
Other Names
  • Jake Heisier
  • John Jacob Heisler
  • John Jacob Heisler

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
ADVISORY SERVICES NETWORK

Nearby Investors

SEAN PATRICK MCGOVERN
JOHN DAVID SCOTT
JAMES WESLEY SCOTT

Nearby Offices

OSAIC WEALTH, INC. · MOORESTOWN, NJ
MML INVESTORS SERVICES, LLC · MOORESTOWN, NJ
ADVISORY SERVICES NETWORK · Moorestown, NJ

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