Jacob Dominick Bartel

Employer firm

Birchcreek Wealth Management, LLC CRD 304207

$300M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Birchcreek Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-06-16
OH	RA	APPROVED	2023-01-20

FL RA
APPROVED

Since 2025-06-16
OH RA
APPROVED

Since 2023-01-20

Branch Locations

3955 Riverside Ave Suite 203, Jacksonville, FL 32205 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc.	Dayton	OH	02/2013	01/2023
Birchcreek Wealth Management, Llc	Miami Township	OH	01/2023	Present

02/2013 → 01/2023

Ubs Financial Services Inc.

Dayton, OH
01/2023 → Present

Birchcreek Wealth Management, Llc

Miami Township, OH

Previous Registrations

2014-08-12 → 2023-01-31

Ubs Financial Services Inc.

Miamisburg, OH

Other Businesses

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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-12

S66 Uniform Combined State Law Examination

2014-08-12

Designations

Certified Financial Planner

Other Names

Jake Bartel
Jacob Dominick Bartel
Jacob Dominick Dominick Bartel

View on SEC IAPD