Jada Estep
Client Services & Operations Associate
Jada, originally from Georgia, moved to the Spartanburg area in 2020. She is passionate about helping local retirees stay engaged, informed, and confident in managing the wealth they’ve worked hard to build.
At ClearPath Retirement, Jada ensures that every client’s experience is smooth and welcoming. She assists with account setup, coordinates appointments, and connects prospective clients with advisors, all while keeping operations running seamlessly behind the scenes.
Outside of work, Jada enjoys spending time with her family and two dogs, hiking, fishing, and exploring nature. She is always eager to learn, make a meaningful impact, and grow alongside the ClearPath Retirement team.