Jacob Dominick Bartel
Investment adviser representative at Birchcreek Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$300.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Birchcreek Wealth Management, LLCJan 2023 to now
- UBS Financial Services Inc.Feb 2013 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Birchcreek Wealth Management, LLC
$300.1MAssets managed
198Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6291505
- Firm CRD
- 304207