Jake Bartel Email & Phone Number
Wealth Advisor @ Birchcreek Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jake Bartel Location
- Jacksonville, FL, US
Jake Bartel Work
- 2023 -now Wealth Advisor @
- 2026 -now Practitioner, Board Member @ Jacksonville Collaborative Divorce
- 2023 -2025 Practitioner, Treasurer @
- 2022 -2023 Account Vice President @
- 2017 -2023 Financial Advisor @
- 2015 -2017 Wealth Strategy Associate @
- 2014 -2014 Client Service Associate @
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.
Looking for a different Jake Bartel?
Find contact details for 700 million professionals.
Others Named Jake Bartel
Jake Bartel
Wealth Advisor
Jacksonville, FL, US
Jake Bartel
Sales Manager
Glenview, QLD, AU
Jake Bartel
Outside Sales Representative
Wilsonville, OR, US
Top Birchcreek Wealth Management Employees
Jake Bartel
Wealth Advisor
Jacksonville, FL, US
Matthew Will
Wealth Management Advisor
Dayton, OH, US
Dan Johnson
CEO, Wealth Advisor
Dayton, OH, US
Kendra Lupton
Client Service Associate
Dayton, OH, US
Alex Benson
Operations and Compliance Manager
Bellbrook, OH, US
Ashlee Deleonardis
Director Of Client Services
Miamisburg, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co