Wealth Advisor
Current
Jan 2023 - Present
AeroLeads people directory · profile
Jake Bartel, Cfp®, Cdfa® Email & Phone Number
Wealth Advisor at Birchcreek Wealth Management
at
Birchcreek Wealth Management
2 work emails found
@ubs.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor at Birchcreek Wealth Management
Location
Cincinnati, Ohio, United States
Who is Jake Bartel, Cfp®, Cdfa®? Overview
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Quick answer
Jake Bartel, Cfp®, Cdfa® is listed as Wealth Advisor at Birchcreek Wealth Management at Birchcreek Wealth Management, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Jake Bartel, Cfp®, Cdfa®.
Jake Bartel, Cfp®, Cdfa® previously worked as Wealth Advisor at Birchcreek Wealth Management and Member, Treasurer at Cincinnati Academy Of Collaborative Professionals. Jake Bartel, Cfp®, Cdfa® holds Bachelor'S, Finance, Cum Laude from The Ohio State University.
Company email context
Email format at Birchcreek Wealth Management
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*@ubs.com
71% confidence
AeroLeads found 2 current-domain work email signals for Jake Bartel, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Jake Bartel, Cfp®, Cdfa®
I grew up in Kettering, Ohio and went on to study finance at The Ohio State University. Shortly after graduating, I began my career in Wealth Management. I have since greatly enjoyed helping people with their financial concerns. I obtained my CFP® designation in 2016.After spending nearly a decade with a major Wall Street firm, I joined Birchcreek Wealth Management in 2023. We are an Independent Registered Investment Advisor. Our team works to help clients on a Fiduciary and Fee-Only basis.When I'm not in the office, I like to spend time with family and friends. This often involves travel with my wife, Maggie. I also like to golf, and I run for exercise and headspace. I look forward to connecting!
Current workplace
Jake Bartel, Cfp®, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Jake Bartel, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Member, Treasurer
Current
Mar 2023 - Present
Account Vice President
Feb 2022 - Jan 2023
Financial Advisor
Mar 2017 - Jan 2023
Wealth Strategy Associate
Jan 2015 - Mar 2017
Client Service Associate
Feb 2014 - Dec 2014
1 education record
Jake Bartel, Cfp®, Cdfa® education
-
The Ohio State University
FAQ
Frequently asked questions about Jake Bartel, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Jake Bartel, Cfp®, Cdfa® work for?
Jake Bartel, Cfp®, Cdfa® works for Birchcreek Wealth Management.
What is Jake Bartel, Cfp®, Cdfa®'s role at Birchcreek Wealth Management?
Jake Bartel, Cfp®, Cdfa® is listed as Wealth Advisor at Birchcreek Wealth Management at Birchcreek Wealth Management.
What is Jake Bartel, Cfp®, Cdfa®'s email address?
AeroLeads has found 2 work email signals at @ubs.com for Jake Bartel, Cfp®, Cdfa® at Birchcreek Wealth Management.
Where is Jake Bartel, Cfp®, Cdfa® based?
Jake Bartel, Cfp®, Cdfa® is based in Cincinnati, Ohio, United States while working with Birchcreek Wealth Management.
What companies has Jake Bartel, Cfp®, Cdfa® worked for?
Jake Bartel, Cfp®, Cdfa® has worked for Birchcreek Wealth Management, Cincinnati Academy Of Collaborative Professionals, and Ubs.
How can I contact Jake Bartel, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Jake Bartel, Cfp®, Cdfa® at Birchcreek Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jake Bartel, Cfp®, Cdfa® attend?
Jake Bartel, Cfp®, Cdfa® holds Bachelor'S, Finance, Cum Laude from The Ohio State University.
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