Joel graduated from the University of Delaware with a Bachelor's degree in accounting and a minor in finance. Prior to entering the financial services industry, Joel worked as a Certified Public Accountant for three years.* He has been a keynote speaker at various seminars, and has appeared on radio and television programs.
Joel enjoys giving back to the community through various charitable organizations, such as Spectrum 360. Outside of work, Joel enjoys traveling, playing sports, and spending time with his family
* Joel is now a non-practicing CPA as CJE Financial LLC does not provide tax advice.
CJE Financial is a full service independent financial consulting and wealth management team that was established in 2006. For over 15 years, CJE has developed tailored portfolios and financial plans that suit each individual client. Our team utilizes a proven process, getting to know you and your financial goals before creating a strategic plan.
Gabriel Tishelman
Prior to joining CJE Financial, Gabriel worked at an investment advisory firm in Los Angeles, California, where he assisted in portfolio research and maintaining client relationships. Subsequently, he worked at Charles Schwab & Co. in their wealth management division. Gabriel majored in finance at the Kelley School of Business at Indiana University in Bloomington, Indiana.
General Information |
| Firm Start Year: | 2018 | |
| Number of Years with Current Firm: | 4 |
| Work Experience: |
Joel has been helping clients achieve their financial goals for over 30 years. He began his career with Gibraltar Securities which, after two subsequent mergers, became RBC Dain Rauscher, and continued there until 2006, when he founded CJE Financial, which he currently owns today. In 2018, Joel became a registered advisor with Coastal Equities and Key Client Fiduciary Advisors. Joel holds the Series 7, 9, 10, 24, 63 and 65 registrations. |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs, High Net Worth Individuals |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Wealth Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management |
Services |
| Investment Types: | Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Our Office, Your Home, Via Phone, Video Conference, Via Email |
Firm Information |
| Assets Managed by Advisor: | 150,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Commissions, Based on Assets |
Education |
| Bachelors of Science | University of Delaware
08/01/1979-05/01/1983 |
Financial Services |
| Financial Planning for Businesses
We help corporations establish retirement plans that are most suitable for them in order to retain and attract key employees. |
| Portfolio Management
Our investment advisors develop a strategy that fits your investment goals. We employ a systematic, value-driven investment strategy with a long-term outlook. |
| Retirement Planning
We guide you through the numerous options to roll over and manage corporate retirement plans, such as 401(k), 403(b), stock purchase plans, etc. and ensure you are set up with the best possible strategy. |
| Estate Planning & Trusts
Through various planning tools, our financial planners try to educate you on suitable estate planning strategies. |
| Education Funding and Planning
Our goal is through proper investment planning that your children or grandchildren will have sufficient funds for higher education. |
| Investment Advice & Management
Our investment advisors team continuously monitors your performance and progress to make sure your financial objectives are being met. |
Disclaimer |
| Joel D. Orris and Gabriel Tishelman are Registered Representatives of Coastal Equities, Inc., and Investment Advisory Representatives of Coastal Investment Advisors, Inc. and Key Client Fiduciary Advisors, LLC. Securities are offered through Coastal Equities, Inc. Member FINRA/SIPC; Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a U.S. SEC Registered Investment Advisor, co-located at 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Investment Advisory services are also offered through Key Client Fiduciary Advisors, LLC, U.S. SEC Registered Investment Advisor, located at 363 Route 46 West, Suite 300, Fairfield, NJ 07004. CJE Financial LLC, Inc. is not affiliated with Coastal Equities, Inc., Coastal Investment Advisors, Inc., or Key Client Fiduciary Advisors, LLC. Key Client Fiduciary Advisors, LLC (Key Client or the Firm) is an SEC Registered Investment Advisor located in New Jersey. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of the Firm, as well as its fees and services, please contact the Firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). No portion of any content on this website is to be interpreted as a testimonial or endorsement of Key Clients investment advisory services and it is not known whether any clients referenced herein approve of Key Client or its services; nor should it be assumed that any references to clients are representative of all of the Firms clients experiences. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors. Key Client does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to on this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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