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Joel Orris
CJE Financial LLC

Tel: 973-865-5755
363 Route 46 West
Suite 300
Fairfield, NJ 07004
CJE Financial LLC | Financial Advisor in Fairfield ,NJ

A Customized Investment Advisory Experience


About Joel Orris

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.


About CJE Financial LLC

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.

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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.

Compliance

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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