Joel Orris

Managing Member at CJE Financial

Role
CEO Managing Member at Cje Financial
Location
Fairfield, NJ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Joel Orris

With over 35 years of experience in financial services, I am dedicated to helping…

Experience

  1. CEO Managing Member

    Cje Financial

    Apr 2009 — Present · Fairfield, NJ, US

    Investment advisory services are offered through Key Client Fiduciary Advisors located at 363 Route 46 West, Third Floor, Fairfield, NJ 07004.Key Client Fiduciary Advisors is not affiliated with Coastal Equities Inc. or Coastal Investment Advisors Inc

Education

  • University of Delaware

    BSAC

Skills

  • Wealth Management
  • Securities
  • Sales
  • Financial Advisory
  • Finance
  • Relationship Management
  • Asset Management
  • Management
  • Retirement Planning
  • Asset Allocation
  • Mutual Funds
  • Financial Analysis
  • Investment Advisory
  • Series 7
  • Financial Services
  • 401k Rollovers
  • Portfolio Management
  • Fixed Income Strategies
  • Investments

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