Jake Bartel Email & Phone Number

Wealth Advisor @ Birchcreek Wealth Management

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Jake Bartel Location

Jacksonville, FL, US

Jake Bartel Work

2023 - now Wealth Advisor @ Birchcreek Wealth Management
2023 - 2025 Member, Treasurer @ Cincinnati Academy of Collaborative Professionals
2022 - 2023 Account Vice President @ UBS Group AG
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2017 - 2023 Financial Advisor @ UBS Group AG
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2015 - 2017 Wealth Strategy Associate @ UBS Group AG
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2014 - 2014 Client Service Associate @ UBS Group AG

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Jake Bartel Education

The Ohio State University
Bachelor's (Finance, Cum Laude)
2009 - 2013
The Ohio State University Fisher College of Business
2009 - 2013

Jake Bartel Skills

Personal Finance
Collaborative Practice
Divorce Financial Planning

Investment Management
Fiduciary Management
Wealth Management
Risk Management
Certified Financial Planner

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Jake Bartel Summary

Jake Bartel, based in Jacksonville, FL, US, is currently a Wealth Advisor at Birchcreek Wealth Management. Jake Bartel brings experience from previous roles at Cincinnati Academy of Collaborative Professionals and UBS. Jake Bartel holds a 2009 - 2013 Bachelor's in Finance, Cum Laude @ The Ohio State University. With a robust skill set that includes Personal Finance, Collaborative Practice, Divorce Financial Planning, Investment Management, Fiduciary Management and more. Jake Bartel has 2 emails on RocketReach.

Jake Bartel Emails

Found 2 emails

Jake Bartel Phone Numbers

Found 1 phone numbers

+1 937-681-XXXX

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Jake Bartel

Wealth Advisor at Birchcreek Wealth Management

Jacksonville, FL, US
2
- birchcreekwealth.com
- gmail.com
1
- +1 937-681-XXXX
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Top Birchcreek Wealth Management Employees

Jake Bartel

Wealth Advisor at Birchcreek Wealth Management

Jacksonville, FL, US
2
- birchcreekwealth.com
- gmail.com
1
- +1 937-681-XXXX
Kendra Lupton

Client Service Associate at Birchcreek Wealth Management

Dayton, OH, US
1
- birchcreekwealth.com
2
- +1 614-425-XXXX
- +1 937-258-XXXX

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