Jonathan Heller, CFA, CFP® is president of KEJ Financial Advisors, his fee-only financial planning company. Heller spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005. He ran Bloomberg's Equity Fundamental Research Department from 1994 until 1998, when he assumed responsibility for Bloomberg's Equity Data Research Department. In 2001, he joined Bloomberg's Publishing group as senior markets editor and writer for Bloomberg Personal Finance Magazine, and an associate editor and contributor for Bloomberg Markets Magazine. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit.
Jon is also the founder of the Cheap Stocks Web site, a site dedicated to deep-value investing. He has an undergraduate degree from Grove City College and an MBA from Rider University, where he has also served on the adjunct faculty; he is also a CFA charter holder, and certified financial planner ™ practitioner.Follow @JonMHellerCFA Find Jon on Linked In, and on Google+.
Recent Articles By The Author
Value Shopping in Retail Isn't for the Faint of Heart
As Foot Locker and Vera Bradley have shown, a solid balance sheet offers no assurance of keeping a stock price from sagging.
Did Investors Mistreat CoreCivic Midweek?
Shares of the operator of private prisons took a hit on Wednesday despite the company beating earnings expectations earlier this month.
So Far, So Good for My Buyback/Dividend Growth Portfolio
At the one-month mark, the portfolio outperformed the S&P 500 and Russell 2000.
Valuing Fogo de Chao Suddenly Becomes Foggy Proposition
A huge secondary offering has thrown the restaurant chain's shares for a loop; where they will settle out remains to be seen.
Defense Firm CPI Aerostructures' Stock Price Goes on the Offensive
The value name saw a nearly 40% jump in its stock this week on better-than-expected earnings.