Josh Jaffe

Josh Jaffe: Email & Phone Number

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Retirement Associate at Clearstead|Cleveland, Ohio, United States

Position:

Retirement Associate at Clearstead

Location:

Cleveland, Ohio, United States

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Last updated: 2026-07-25
Updated: 2026-07-25

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Business emails:
Personal emails:
j******3@gmail.com

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Work Experience 3 years

Retirement Associate at Clearstead

Jan 2026 - Current

Financial Services Intern at Clearstead

May 2025 - Dec 2025

Private Wealth Management Intern at RKL LLP

Jun 2024 - Aug 2024

Intern at The Roth Law Firm

May 2023 - Jan 2024

Josh Jaffe started working in 2023, then the employee has changed 2 companies and 3 jobs. On average, Josh Jaffe works for one company for 6 months.

Their professional focus is 401(k) Retirement Savings Plans, Analytical Skills, and Attention to Detail across 3 core areas.

Josh holds Introduction to Retirement Plans certifications.

Education

Master's degree at Weatherhead School of Management at Case Western Reserve University

Bachelor's degree at Case Western Reserve University

High School Diploma at Parkland High School

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