Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

NYLIFE Securities LLC

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Registered Representative

Muhlenberg College

Run the college’s endowment fund by giving suggestions about the college’s future investments. Give well research financial advice to the Board of Trustees. Rebalance and structure a long-term portfolio that will make the college money when were not there anymore.

Investment Society President

We help bring organizations different events on campus like with Special Olympics
We coordinate all sports on campus that bring students from surrounding schools to campus

Community Service Intern

Allied Wealth Partners

•	Prepare Asset Allocation Reports
•	Prepare Multi-Period Performance Reports
•	Digital Marketing Campaigns
•	Financial Plan Data Collection
•	Perform Prospecting Activities with Multiple Advisors
•	Provide as-needed support to our Financial Advisors and Staff

Internship

I shadowed a team of financial advisors through their daily activities including trading, client meetings, and advising current/future clients.

Financial Advisor

UBS summer internship program

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
I am not licensed in all jurisdictions.

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Business Address: 379 Thornall Street Edison NJ
Phone number: (609)-651-3566

taplio

The Battle

Jake Heisler, CFP®

Brett Confer

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