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Paladin Research Report For:

Joel Orris

CJE Financial LLC

363 Route 46 West
Suite 300
Fairfield, NJ 07004
973-865-5755

About 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

General Information

Firm Start Year
  • 2018

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors of Science -
  • University of Delaware
    08/01/1979 -05/01/1983

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890394/paladinregistry-CJE-Financial-LLC-detailed-disclosure.html

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.

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