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John Jacob Heisler

Quaker Wealth Management LLC

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About John Jacob Heisler

John Jacob Heisler is an investment advisor representative with Quaker Wealth Management LLC in Moorestown, New Jersey. John Jacob Heisler has been in the financial services industry since December 2001. John Jacob Heisler has passed the Series 7, Series 66, and SIE exams. John Jacob Heisler is a Certified Financial Planner. John Jacob Heisler has worked with American Express Financial Advisors Inc., IDS Life Insurance Company, Anthem Securities, Inc., Chadwick Securities, Inc., WNC Capital Corporation, and Summit Brokerage Services, Inc. in the past. John Jacob Heisler has specialized in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

John Heisler is currently registered with Quaker Wealth Management LLC. Quaker Wealth Management LLC is an independent wealth management firm based in Moorestown, New Jersey. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $326.3 million in assets and have a team of 6 investment adviser representatives and 2 licensed agents.
Quaker Wealth Management LLC

70 EAST MAIN STREET

MOORESTOWN, NJ 08057

$326.30M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Heisler’s Registration & Firm History

NJ

07/03/2018 - Present

Quaker Wealth Management LLC (Moorestown NJ)

NJ

03/24/2011 - 07/03/2018

SUMMIT BROKERAGE SERVICES, INC. (MOORESTOWN NJ)

CA

01/29/2010 - 03/25/2011

WNC CAPITAL CORPORATION (IRVINE CA)

PA

11/06/2006 - 01/22/2010

CHADWICK SECURITIES, INC. (PHILADELPHIA PA)

PA

03/09/2005 - 11/03/2006

ANTHEM SECURITIES, INC. (PHILADELPHIA PA)

MN

12/19/2001 - 04/29/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/19/2001 - 04/29/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Jacob Heisler.
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