Jacob D. Bartel

BIRCHCREEK WEALTH MANAGEMENT

JACKSONVILLE, FL 32205

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CRD#: 6291505

Professional summary

Jacob Dominick Bartel, CFP®, who also goes by Jacob Dominick Dominick Bartel, Jake Bartel, is a registered financial advisor currently at BIRCHCREEK WEALTH MANAGEMENT, LLC located in Jacksonville, Florida.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jacob has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Dominick Dominick Bartel | Jake Bartel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Niche Properties, LLC; Investment Related; 7667 Clough Pike, Cincinnati, OH 45244; Rental properties; Partner; 02/2021; Financial reconciliation and market research. 2) Brighton Center; Non-Investment Related; 741 Central Ave, Newport, KY. 41071; Charitable Organization; Board Member; 06/2020; Appx. 8 Hrs/Mnth; Serves on the marketing and program committees.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Dominick Bartel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 20, 2023 - Present

BIRCHCREEK WEALTH MANAGEMENT, LLC

Office #1: 3955 Riverside Ave Suite 203, Jacksonville, FL 32205

RIA

CRD#: 304207

JACKSONVILLE, FL

Past

August 12, 2014 - January 31, 2023

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

Miamisburg, OH

Past

June 10, 2014 - January 31, 2023

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Miamisburg, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD#: 304207 / SEC#: 801-116914

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/16/2025)

IAR

Ohio
(1/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/12/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/2014

General Securities Representative Examination

Current Firm

BIRCHCREEK WEALTH MANAGEMENT, LLC

CRD#: 304207 / SEC#: 801-116914

RIA

Registered Investment Advisory firm - (7/3/2019 Approved)

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Contact information

Main Address

2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342

Mailing Address

Phone number

(937) 567-0646

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIRCHCREEK WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (6/11/2025)

Regulatory assets under management

Total Number of Accounts	181
AUM (Assets Under Management)	$ 255,299,909

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob D. Bartel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Dominick Bartel's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRCHCREEK WEALTH MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

BIRCHCREEK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/10/2014

Current Firm

BIRCHCREEK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIRCHCREEK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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