Joshua Jaffe
Joshua Jaffe is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Columbus, OH, with 19 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
Columbus, OH
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2025Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Joshua is an independent insurance broker and sells fixed annuities. He also owns 3J&E, LLC, a holding company for rental real estate, and is president of Redwood Renovations, Inc, where he provides consulting services and manages day-to-day operations, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
PFS Investments INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.