Jake Bartel
Wealth Advisor at Birchcreek Wealth Management | Cincinnati, Ohio, United States
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Member, Treasurer at Cincinnati Academy of Collaborative Professionals in March 2023 to Present
Wealth Advisor at Birchcreek Wealth Management in January 2023 to Present
Account Vice President at UBS in February 2022 to January 2023
Financial Advisor at UBS in March 2017 to January 2023
Wealth Strategy Associate at UBS in January 2015 to March 2017
Client Service Associate at UBS in February 2014 to December 2014
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The Ohio State University, Bachelor's, January 2009 to January 2013
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Personal Finance
Collaborative Practice
Divorce Financial Planning
Investment Management
Fiduciary Management
Wealth Management
Risk Management
Certified Financial Planner
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Discover more about Birchcreek Wealth ManagementWhat is Jake Bartel email address?
Email Jake Bartel at [email protected]. This email is the most updated Jake Bartel's email found in 2026.
How to contact Jake Bartel?
To contact Jake Bartel send an email to [email protected].
What company does Jake Bartel work for?
Jake Bartel works for Birchcreek Wealth Management
What is Jake Bartel's role at Birchcreek Wealth Management?
Jake Bartel is Wealth Advisor
What is Jake Bartel's Phone Number?
Jake Bartel's phone (216) ***-*124
Jake Bartel Email Addresses
Jake Bartel Phone Numbers
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