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Detailed Report
JOHN JACOB HEISLER III
JAKE HEISIER, JOHN JACOB HEISLER
CRD#: 4482190
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Investment Adviser
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Previous Broker
QUAKER WEALTH MANAGEMENT LLCCRD#: 284546 214 West Main Street
Suite L8
Moorestown, NJ 08057
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2001 - 2004 (2 years)2 FIRMS2011 - 2018 (7 years)IAQUAKER WEALTH MANAGEMENT LLC (CRD# 284546)2018 - Present (6 years)BWNC CAPITAL CORPORATION (CRD# 36174)2010 - 2011 (1 year)BCHADWICK SECURITIES, INC. (CRD# 133022)2006 - 2010 (3 years)BANTHEM SECURITIES, INC. (CRD# 42420)2005 - 2006 (1 year)IAAMERICAN EXPRESS FINANCIAL ADV... (CRD# 6363)2002 - 2004 (1 year)
License(s)

State Registrations

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New Jersey 7/3/2018
Current Registration(s)
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QUAKER WEALTH MANAGEMENT LLC (CRD#:284546)
214 West Main Street Suite L8, Moorestown, NJ 08057
Registered with this firm since 7/3/2018
Previous Registration(s)
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 04/20/2011 - 07/03/2018 SUMMIT FINANCIAL GROUP INC (CRD#:109485) MOORESTOWN, NJ
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 03/24/2011 - 07/03/2018 SUMMIT BROKERAGE SERVICES, INC. (CRD#:34643) MOORESTOWN, NJ
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 01/29/2010 - 03/25/2011 WNC CAPITAL CORPORATION (CRD#:36174) IRVINE, CA
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 11/06/2006 - 01/22/2010 CHADWICK SECURITIES, INC. (CRD#:133022) PHILADELPHIA, PA
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 03/09/2005 - 11/03/2006 ANTHEM SECURITIES, INC. (CRD#:42420) PHILADELPHIA, PA
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 06/28/2002 - 04/29/2004 AMERICAN EXPRESS FINANCIAL ADVISORS, INC. (CRD#:6363) VOORHEES, NJ
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 12/19/2001 - 04/29/2004 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
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 12/19/2001 - 04/29/2004 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.