Meet Joel Orris

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.  Joel holds the Series 7,9,10,24,63 and 65 registrations. 

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 televsion programs.

Joel lives in Pine Brook, New Jersey with his wife Andrea and their three children. He enjoys giving back to the community through various charitable organizations, such as The Children's Institute.  Outside of work, Joel enjoys traveling, coaching and playing sports.

* Joel is now a non-practicing CPA as CJE Financial LLC  does not provide tax advice.

In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable customers.  With more than 30 years of wealth management experience, I believe my team at CJE Financial LLC, has the tools and experience to properly help clients manage their wealth.

 As an advisor to select individuals, families and businesses, he focuses on the unique financial concerns of the affluent and those who greatly value comprehensive financial advice from a trusted and respected professional.  Trust and honesty are essential to these relationships.

Joel strives for excellence in the level of personal service and professionalism to his clients. His performance is ultimately measured by your level of satisfaction.

Joel Orris
Managing Partner

 

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