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.


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Recent Articles By The Author

Satchel Paige's 'Don't Ever Look Back' Rule Isn't Easy to Follow in Investing

Satchel Paige's 'Don't Ever Look Back' Rule Isn't Easy to Follow in Investing

It can be hard to regret even profitable trades when your investment philosophy typically has you out of stocks early.

My Patience Has Run Out With REIT Farmland Partners

My Patience Has Run Out With REIT Farmland Partners

A huge cloud remains over the company.

VOXX Doesn't Knock Traders' Socks Off

VOXX Doesn't Knock Traders' Socks Off

The distributor of automotive and audio accessories takes a hit after posting first-quarter results.

Taking Stock of These Five Companies

Taking Stock of These Five Companies

It has been a phenomenal stock picker's market since last summer within distressed value.

Why I'm Interested In Directly Owning NL Industries

Why I'm Interested In Directly Owning NL Industries

I'm trying to get comfortable with this potential 'sum of the parts' idea.

Dumpster Diving for GE? Not Yet

Dumpster Diving for GE? Not Yet

It's too early to tell what the scaled down, 'leaner and meaner' GE might look like.

3 Stocks for July 4: Lasting American Names That Continue the Good Fight

3 Stocks for July 4: Lasting American Names That Continue the Good Fight

Corning, Hershey and Harley-Davidson have had their ups and downs but should keep standing the test of time.

PICO Holdings Brings New Attention to the Value of Water Rights

PICO Holdings Brings New Attention to the Value of Water Rights

Companies with water rights are often small and quirky, have been around for many decades, and yet are not well known among investors.

2 Cash-Rich Small-Caps to Check Out

2 Cash-Rich Small-Caps to Check Out

Benchmark Electronics and Kulicke and Soffa are using their loads of cash to buy back stock and issue new dividends.

Fossil Still Rocks My Deep-Value Portfolio

Fossil Still Rocks My Deep-Value Portfolio

Fossil Group has done most of the heavy lifting among the small stocks in the portfolio, though there are other winners, too.