Jake is a principal of Quaker Wealth Management, LLC. A graduate of Gettysburg College, Jake earned a BA in Economics. He holds his Series 7 and Series 66 securities registrations and is licensed to sell life, disability and long-term care insurance, as well as annuities. Jake is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Jake brings a wide variety of expertise to Quaker Wealth Management. His career began in 2001 as a Financial Advisor with American Express Financial Advisors. In 2004 Jake moved into the Alternative Investment arena where he honed his skills in non-traditional investments. With this newly added skill set and the realization that he missed the interaction with clients h
Jake Heisler
Principal
Quaker Wealth Management
United States, New Jersey, Moorestown
About Me
Profile Information
Principal
Quaker Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Moorestown
New Jersey
United States
Sep 9, 2024
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