John Heisler has been Member, CCO of Quaker Wealth Management since January 2020, is a control person of the firm and directly owns between 50% and 75% of it.
Quaker Wealth Management LLC is a Moorestown, NJ firm with $449M under management, 455 clients and 4 advisers in one office, as of its March 2026 filing.
John Heisler’s longest registration is the current one, 8 years at Quaker Wealth Management since 2018. Before joining Quaker Wealth Management in 2018, John Heisler was registered through Summit Financial Group Inc and American Express Financial Advisors, Inc.
- Quaker Wealth Management LLCCurrent– present · 8 yearsMoorestown, NJ · Adviser representative · Firm CRD 284546
- Summit Financial Group Inc– · 7 yearsMoorestown, NJ · Adviser representative · Firm CRD 109485
- American Express Financial Advisors, Inc.– · 1 yearVoorhees, NJ · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
John Heisler is registered as an investment adviser representative in New Jersey, since July 2018.
- New JerseySince 3 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 April 2011 |
| Series 7 | General Securities Representative Examination | 18 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Jacob Heisler
- CRD
- 4482190
- Firm
- Quaker Wealth Management · CRD 284546
- Role
- Member, CCO
- Office
- 214 West Main Street, Suite L8, Moorestown, NJ 08057
- Registration
- Investment adviser registration
- In the industry since
- November 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does John Heisler work?
John Heisler has been Member, CCO of Quaker Wealth Management LLC since January 2020, and is a control person of the firm.
Is John Heisler a financial advisor?
Yes. John Heisler has a current investment-adviser registration in New Jersey, through Quaker Wealth Management since July 2018.
How many years of experience does John Heisler have?
John Heisler has 23 years in the financial industry, since November 2002, across 3 adviser firms.
What exams has John Heisler passed?
John Heisler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2001. FINRA credited John Heisler with the SIE, which began in October 2018.
Where did John Heisler work before Quaker Wealth Management?
Before Quaker Wealth Management, John Heisler was registered through Summit Financial Group Inc, April 2011 to July 2018; American Express Financial Advisors, Inc., June 2002 to April 2004.
Where is John Heisler based?
John Heisler’s registered office is in Moorestown, NJ.
Is John Heisler registered with FINRA?
No. John Heisler has no current broker registration.
How can I verify John Heisler’s record?
Search CRD 4482190 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Heisler’s full registration record.