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

In Investing, Seeing Shouldn't Be Believing

In Investing, Seeing Shouldn't Be Believing

Investors need to question the information they consume and to do their own due diligence before acting on it.

Trump Threats Threaten to Take Traders Down Tenuous Trail

Trump Threats Threaten to Take Traders Down Tenuous Trail

The danger for investors comes in paying too much attention to what's said, acting on every word and focusing on the short term.

Steady as She Goes Should Give Way to More Volatility Ahead

Steady as She Goes Should Give Way to More Volatility Ahead

The market should see plenty of movement, positive and negative, as the Trump team works to implement its agenda.

Blue Friday for Ruby Tuesday and 2 Other Value Names

Blue Friday for Ruby Tuesday and 2 Other Value Names

Shares of the restaurant chain -- my Best Idea for 2017 -- fell nearly 25% at week's end on weak second-quarter results.

Old Mother Hubbard Could Relate to This Value Portfolio

Old Mother Hubbard Could Relate to This Value Portfolio

My attempt to put together a portfolio of profitable small-cap companies with hefty amounts of cash comes up empty.