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
More profiles to browse
PN
Peter News
Managing Partner, Financial Advisor
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
PM
Prtima MISHRA1
Software Engineer
PA TEST
RD
Russ Degitz
Principal
Huntington University