Joseph J. Oakes IV AIF®

President & CEO

Joe began his career at Acorn Financial Services in 1994 as a financial representative building his clientele and achieving top producer status at the firm, John Hancock Financial Network, and in the industry. In 2003, Joe was named Associate Managing Partner, honing his management skills and continuing the growth momentum of Acorn Financial Services. In 2005, he was named Managing Partner, and just one year later, led the firm to JHFN's top honor of receiving the President's Trophy, an honor which the firm repeated in 2008, 2010, 2011 and 2015. Under Joe's leadership, the firm has also received the GAMA First in Class Award every year since 2006.

Joe attended St. Joseph's University, Philadelphia, PA and received his Bachelor of Science degree in Finance. He is an Accredited Investment Fiduciary (AIF designation) and is a member of many industry organizations such as AALU, LAMP, NALU and the New York Round Table. He was inducted into JHFN’s Hall of Fame in 2012.

Since being a part of Royal Alliance in 2018, Joe has been honored as one of the top managing executives at the firm’s annual Royal Court conference.

Joe and his wife, Allison, reside in Bernardsville, NJ with their three children Eva, Lily, and Joseph, V.