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

Candidate's Call for Private-Prison Ban Slams CoreCivic, GEO Group

Candidate's Call for Private-Prison Ban Slams CoreCivic, GEO Group

U.S. Sen. Elizabeth Warren resurrects a presidential campaign issue from 2016 that whacked the stocks of private prison operators back then.

Vera Bradley Takes Majority Stake in Bracelet Maker Pura Vida

Vera Bradley Takes Majority Stake in Bracelet Maker Pura Vida

Investment suggests that for now, the bag maker is focused on revitalizing its brand.

Staying Zen on the HOG

Staying Zen on the HOG

I am nibbling at Harley Davidson as I wait for it to meet my value criteria.

United Natural Foods Is Gathering Ingredients For Opportunity

United Natural Foods Is Gathering Ingredients For Opportunity

Appetite is growing for UNFI as the company is cutting debt and surpassing consensus earnings' estimates.

I See Green for Bluegreen, Red for Blue Apron Shareholders

I See Green for Bluegreen, Red for Blue Apron Shareholders

Bass Pro Shops deal should boost BXG, reverse-stock split should be ugly for existing APRN shareholders, and Biglari could bounce.

Kohl's Slips Into a Hole and Catches a Value Investor's Eye

Kohl's Slips Into a Hole and Catches a Value Investor's Eye

The retailer's disappointing first-quarter results and outlook plus the impact of tariffs combine to put its stock in value territory; the question is whether the tariffs will stick.

Time for Another Stroll Through Chico's

Time for Another Stroll Through Chico's

As Chico's readies its fiscal first-quarter earnings Tuesday, the women's fashion retailer comes off a rough road and has gotten some bites by Sycamore Partners.

This Dumpster Diver Feels At Home Buying Heavily Punished At Home Group

This Dumpster Diver Feels At Home Buying Heavily Punished At Home Group

The home décor retailer lost more than half its market value on Thursday on weak forward guidance, but it could be a case of overkill and might make for a good value play.

A Smorgasbord of Beaten-Down Names Pops Higher… and Then There Is GameStop

A Smorgasbord of Beaten-Down Names Pops Higher… and Then There Is GameStop

GameStop was among several slumping smaller-caps that rebounded nicely on Tuesday, but the video game retailer was hammered after hours on a sales miss and elimination of its dividend.

The Needle Begins to Move Toward Fear

The Needle Begins to Move Toward Fear

The case for dry power seems compelling at this point.