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

Tax Loss Selling Recovery Candidates, Part 3

Tax Loss Selling Recovery Candidates, Part 3

I will be providing occasional updates on the 12 names, and it should be an interesting ride.

Tax Loss Selling Recovery Candidates, Part 2

Tax Loss Selling Recovery Candidates, Part 2

All of these companies have been hammered to a varying degree during the year but trade at reasonable forward valuations.

Tax Loss Selling Recovery Candidates, Part 1

Tax Loss Selling Recovery Candidates, Part 1

This year I plan on naming 12 that are most interesting and will roll them out four at a time.

Slogging Through the Deep-Value Valley With Valhi and NL Industries in Tow

Slogging Through the Deep-Value Valley With Valhi and NL Industries in Tow

Shares of the related companies are struggling, which can be the norm for investments in out-of-favor businesses.

Looking for Bargains When Markets Overly Punish Stocks

Looking for Bargains When Markets Overly Punish Stocks

This fear and volatility, if it continues, will make tax-loss selling season even more interesting.

Chico's FAS Needs to Appeal to their Demographic

Chico's FAS Needs to Appeal to their Demographic

Easier said than done: They also have to turn sales around.

Retail Stocks Turn Tail on Tough Thursday

Retail Stocks Turn Tail on Tough Thursday

Names as varied as Tilly's, Build-A-Bear Workshop, Hibbett Sports and Nordstrom all took hits in the midst of the holiday shopping season.

These Small Specialty Retail Stocks Are Getting Hammered

These Small Specialty Retail Stocks Are Getting Hammered

I'm not tempted, however... a bit burned out on down and out retail.

Closing the Books on 2018 Tax-Loss Selling Candidates

Closing the Books on 2018 Tax-Loss Selling Candidates

I'll be rolling out next year's candidates in early December.

Based on My Black Friday Observations, How Will These Stocks Perform?

Based on My Black Friday Observations, How Will These Stocks Perform?

The longest line we witnessed was outside the Nike store; now that was a line.