John Heisler, financial advisor Moorestown NJ

John Heisler

CRD Number: 4482190
Current Firm: Quaker Wealth Management LLC

John Heisler (CRD# 4482190) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 12 years of experience in the finance industry. John Heisler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Quaker Wealth Management Moorestown, NJ Jun 2018 - Current 5
Summit Brokerage Services Moorestown, NJ Mar 2011 - Jun 2018 7
Summit Financial Group Moorestown, NJ Mar 2011 - Jun 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for John J. Heisler
Phone Number: 856-222-0110
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    326
    MILLIONS
  • Total Number of Accounts
    1,039
    ACCOUNTS
  • Average Account Value
    $314,052
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, NJ, PA, TX

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