Unclaimed Profile

John Jacob Heisler

QUAKER WEALTH MANAGEMENT LLC·MOORESTOWN, New Jersey

SIE, Series 7, Series 66CFPClean record24 years registeredQUAKER WEALTH MANAGEMENT LLC

70 EAST MAIN STREET, MOORESTOWN, NJ 08057CRD# 4482190Firm CRD# 284546

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Jacob Heisler · MOORESTOWN, NJ

Registration

CRD #4482190 · QUAKER WEALTH MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

QUAKER WEALTH MANAGEMENT LLC

Jul 2018 – present

SUMMIT FINANCIAL GROUP INC

Apr 2011 – Jul 2018

MOORESTOWN, NJ

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jun 2002 – Apr 2004

VOORHEES, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 28, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUAKER WEALTH MANAGEMENT LLC

CRD 284546 · SEC 801-108126

AUM

$326M

Regulatory assets under management

Employees

1,039 client accounts

Services offered by QUAKER WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUAKER WEALTH MANAGEMENT LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MOORESTOWN?

Browse all registered financial advisors in MOORESTOWN, New Jersey or claim this profile if it's yours.

Browse MOORESTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Jacob Heisler offer?

John Jacob Heisler specializes in Financial Planning, Investment Management. Contact their office in MOORESTOWN, New Jersey for a consultation.

What are John Jacob Heisler's credentials?

John Jacob Heisler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Jacob Heisler located?

John Jacob Heisler is based in MOORESTOWN, New Jersey, working with QUAKER WEALTH MANAGEMENT LLC. Their office serves clients in the MOORESTOWN metropolitan area and surrounding communities.

How does John Jacob Heisler charge for services?

John Jacob Heisler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUAKER WEALTH MANAGEMENT LLC?

QUAKER WEALTH MANAGEMENT LLC has approximately 8 employees and manages $326M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →