Profile
Mr. Jacob D.
Bartel is a Wealth Advisor at Birchcreek Wealth Management LLC.
He is a cum laude graduate of The Ohio State University with a B.S.
in finance and a minor in Italian.
Jacob Bartel active positions
| Companies | Position | Start |
|---|---|---|
Birchcreek Wealth Management LLC
 Birchcreek Wealth Management LLC Investment ManagersFinance Birchcreek Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dayton, Ohio. The firm was founded by Daniel Johnson in 2019. BWM offers advisory services to individuals, high net-worth individuals, families, trusts, estates, businesses and pension and retirement plans. | Portfolio Manager-Equities | 2022-12-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Birchcreek Wealth Management LLC
Birchcreek Wealth Management LLC Investment ManagersFinance Birchcreek Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dayton, Ohio. The firm was founded by Daniel Johnson in 2019. BWM offers advisory services to individuals, high net-worth individuals, families, trusts, estates, businesses and pension and retirement plans. | Finance |
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