Jake is a principal of Quaker Wealth Management, LLC. A graduate of Gettysburg College, Jake earned a BA in Economics. He holds his Series 7 and Series 66 securities registrations and is licensed to sell life, disability and long-term care insurance, as well as annuities. Jake is a CERTIFIED FINANCIAL PLANNER™ Practitioner.
Jake brings a wide variety of expertise to Quaker Wealth Management. His career began in 2001 as a Financial Advisor with American Express Financial Advisors. In 2004 Jake moved into the Alternative Investment arena where he honed his skills in non-traditional investments. With this newly added skill set and the realization that he missed the interaction with clients he joined Peter News in 2011 to form NewsHeisler Wealth Management, LLC, a financial planning firm based in Moorestown, NJ
Jake and his wife, Karen, are the proud parents to their daughter, Abigail and twins, William and Ella. They consider themselves rookie foodies (and foodies in training).
Jake is the co-host of a podcast called The Wealth Mgt Mixtape.