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Real Money authors - Jonathan Heller

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

Previewing My 2021 Triple Net Active vs. Passive Portfolio

I am inclined to include only new names in the Active portfolio, unless there's a very compelling reason.

It Is Paying to Be Active Rather Than Passive With These Value Portfolios

With a month to go for these portfolios, the Active version is outperforming the Passive one, though both are crushing their Russell kindred.

Friday Brings Mysterious Big Moves Up for NL Industries, CompX International

The intertwined companies made healthy gains at the end of the week, though the reason for them wasn't immediately evident.

Everybody Loves a Comeback: Is GameStop's a Trick or Treat?

Let's see if this is just another head fake, or the real thing, like that of my personal fave A-Treat.

Shouting From the Rooftops: This Stock Is Up 200% This Year

This should go down as one of the great turnaround plays of 2020.

My 2020 Double Net Value Portfolio: Down But Hardly Out

The next three months will tell the tale.

Exxon Mobil Entices as Value Play as It Sinks Below Tangible Book Value

The oil giant that recently was booted from the Dow Jones Industrials catches the eye of this value investor, but he isn't ready to buy yet.

The Game Has Changed for Madison Square Garden, but Don't Count It Out Yet

MSGE popped up in screens for triple-net stocks, and the share price has stayed buoyant thanks to balance sheet strength and the potential value of underlying assets.

Retail Madness Grows as Volatility Returns to the Market

Vera Bradley posted better-than-expected results as the S&P 500 saw its 11th 'volatile' trading day in just 2 months.

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