Skip to main content

Our financial advice team


Josh Jaffe, Financial Advisor serving the Newark, OH area - Ameriprise Advisors

Josh Jaffe

Financial Advisor

Longbridge Wealth Advisors
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.8 / 5 rating based on 19 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • Series 6 - Investment Company Products/Variable Contracts Representative Examina
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination

Education

  • Miami University BA in Economics

Previous experience

  • Citigroup: Financial Paraplanner, 2001-2005
  • Citigroup: Financial Planner, 2005-2010
  • JPMorgan Chase: Private Client Advisor, 2010-2020

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

o Basketball, Volleyball, Golf, and Tennis

o International Travel

o Live Music

o Dogs and Cats

o Real Estate