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

FreightCar America Among Slim Deep-Value Pickings

FreightCar America Among Slim Deep-Value Pickings

There are only a handful of names in my net/net cupboard, and one I wouldn't touch with a 10-foot pole.

Deep-Value Pickings Are Slim, and Not All That Great

Deep-Value Pickings Are Slim, and Not All That Great

There are only a handful of names in my net/net cupboard, and one I wouldn't touch with a 10-foot pole.

Income Seeker: Heller’s Picks for Buyback and Dividend Growth

Jonathan Heller eyes a new group of companies he believes combine the potential for buyback and dividend growth.

Baker's Dozen Plus One Make Up My New Buyback/Dividend Growth Portfolio

Baker's Dozen Plus One Make Up My New Buyback/Dividend Growth Portfolio

Companies as diverse as Wendy's and Boeing are among the names big into stock buybacks and raising their payouts.

PICO Holdings Piques My Interest

PICO Holdings Piques My Interest

A merger deal involving a majority-owned subsidiary conjures up thoughts of possible sales of other significant assets.