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
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc