John J. Heisler

QUAKER WEALTH MANAGEMENT LLC

Moorestown, NJ 08057

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CRD#: 4482190

Professional summary

John Jacob Heisler III, CFP®, who also goes by Jake Heisier, John Jacob Heisler, is a registered financial advisor currently at QUAKER WEALTH MANAGEMENT LLC located in Moorestown, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Heisier | John Jacob Heisler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) INSURANCE AGENT; SINCE 04/09/2011; SAME AS BRANCH ADDRESS; INSURANCE AGENT; Analyze and provide fixed insurance products; 10 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Jacob Heisler III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 3, 2018 - Present

QUAKER WEALTH MANAGEMENT LLC

Office #1: 214 West Main Street Suite L8, Moorestown, NJ 08057

RIA

CRD#: 284546

Moorestown, NJ

Past

April 20, 2011 - July 3, 2018

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

MOORESTOWN, NJ

Past

March 24, 2011 - July 3, 2018

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

MOORESTOWN, NJ

Past

January 29, 2010 - March 25, 2011

WNC CAPITAL CORPORATION

CRD#: 36174

IRVINE, CA

Past

November 6, 2006 - January 22, 2010

RESOURCE SECURITIES LLC

CRD#: 133022

PHILADELPHIA, PA

Past

March 9, 2005 - November 3, 2006

ANTHEM SECURITIES, INC.

CRD#: 42420

PHILADELPHIA, PA

Past

June 28, 2002 - April 29, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VOORHEES, NJ

Past

December 19, 2001 - April 29, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 19, 2001 - April 29, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUAKER WEALTH MANAGEMENT LLC

NEWHEISLER WEALTH MANAGEMENT | QUAKER WEALTH MANAGEMENT LLC

CRD#: 284546 / SEC#: 801-108126

RIA

Registered Investment Advisory firm - (7/15/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/3/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/19/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2001

General Securities Representative Examination

Current Firm

QUAKER WEALTH MANAGEMENT LLC

NEWHEISLER WEALTH MANAGEMENT | QUAKER WEALTH MANAGEMENT LLC

CRD#: 284546 / SEC#: 801-108126

RIA

Registered Investment Advisory firm - (7/15/2016 Approved)

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Contact information

Main Address

70 East Main Street, Moorestown, NJ 08057

Mailing Address

Phone number

(856) 222-0110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/15/2025)

Regulatory assets under management

Total Number of Accounts	1,300
AUM (Assets Under Management)	$ 365,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John J. Heisler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Jacob Heisler III's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

WNC CAPITAL CORPORATION

RESOURCE SECURITIES LLC

ANTHEM SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

QUAKER WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/19/2011

SIE

Date: 7/3/2018

Series 7

Date: 12/18/2001

Current Firm

QUAKER WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUAKER WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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