Jake Bartel Email & Phone Number
Wealth Advisor @ Birchcreek Wealth Management
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Jake Bartel Location
- Jacksonville, FL, US
Jake Bartel Work
- Wealth Advisor @ (January 2023 - Present)
- Practitioner, Board Member @ Jacksonville Collaborative Divorce (January 2026 - Present)
- Practitioner, Treasurer @ (March 2023 - December 2025)
- Account Vice President @ (February 2022 - January 2023)
- Financial Advisor @ (March 2017 - January 2023)
- Wealth Strategy Associate @ (January 2015 - March 2017)
- Client Service Associate @ (February 2014 - December 2014)
Jake Bartel Education
- The Ohio State University
Bachelor's (Finance, Cum Laude)
2009-2013 - The Ohio State University Fisher College of Business
Bachelor of Science (Finance)
2009-2013
Jake Bartel Skills
- Personal Finance
- Collaborative Practice
- Divorce Financial Planning
- Investment Management
- Fiduciary Management
- Wealth Management
- Risk Management
- Certified Financial Planner
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 Jacksonville Collaborative Divorce, 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 and 1 mobile phone numbers on RocketReach.
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