John Jacob Heisler
Investment adviser representative at Quaker Wealth Management LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$449.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Quaker Wealth Management LLCJun 2018 to now
- Summit Brokerage ServicesMar 2011 to Jun 2018
- Summit Financial GroupMar 2011 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Quaker Wealth Management LLC
$449.3MAssets managed
455Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4482190
- Firm CRD
- 284546