Jonathan Heller

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.

Find Jon on Linked In, and on Google+.

Recent Articles By The Author

Boeing, Corning Are Winning in My Dividend Plus Buyback Portfolio

Boeing, Corning Are Winning in My Dividend Plus Buyback Portfolio

Brinker International? Not so much.

Where's the Volatility?

Where's the Volatility?

The S&P 500 has closed up or down at least 1% just four times since the start of 2017, and deep value opportunities are few and far between.

This Portfolio of 10 Profitable Small-Caps Has Produced Profitable Returns

This Portfolio of 10 Profitable Small-Caps Has Produced Profitable Returns

It has been 18 months since the portfolio was unveiled, and the results have been impressive on the whole, with one big exception.

Cato's Dividend Yield Is the Cat's Meow, but for How Long?

Cato's Dividend Yield Is the Cat's Meow, but for How Long?

The fashion retailer is flush with liquidity, but its sales are slumping as it competes in a tough industry.

My Midyear Value Investing Highs and Lows

My Midyear Value Investing Highs and Lows

Bob Evans Farms and Kulicke & Soffa were among the first-half winners, while Ruby Tuesday and Fitbit were big disappointments.