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Jake Heisler

Principal

Quaker Wealth Management

United States, New Jersey, Moorestown

About Me

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

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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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