Joshua T. Jaffe
Investment adviser representative at Steward Partners Investment Advisory, LLC
16 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
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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
16 years in the industry.
- Steward Partners Investment Advisory, LLCAug 2025 to now
- Steward Partners Global Advisory, LLCAug 2025 to now
- Steward Partners Investment Solutions, LLCAug 2025 to now
- Ameriprise Financial Services LLCJun 2020 to Aug 2025
- Redwood Renovations, Inc.Feb 2020 to Jun 2020
- J.P. Morgan Securities LLCOct 2012 to Jun 2020
- Redwood Holding CompanyApr 2011 to Jun 2020
- JP Morgan Chase BankAug 2010 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 5085863
- Firm CRD
- 283004