Joel Orris

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.

See Disclosures

Firm Start Year

2018

CRD#

1745120

Firm CRD#

298240

Years of Experience in Financial Services

35

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

Investment Types

Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments

Can meet clients in the following ways

Our Office, Your Home, Phone, Video Conference, Email

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

Securities Licenses

Series 7, Series 65, Series 63, Series 24, Series 10, Series 9

Assets Managed by Advisor

150,000,000

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Bachelors of Science -

University of Delaware
08/01/1979 - 05/01/1983

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https://www.cjefinancial.com/s/Orris-ADV

https://www.cjefinancial.com/s/Tishelman-ADV

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890394/financialadvisor-cje-financial-llc-detailed-disclosure

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.