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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

3 Iconic American Companies, Only 2 of Which Are Celebrating This July 4th

Shares of Hershey and Corning have done well since the last Fourth of July, but not so the stock of Harley-Davidson.

Here's How My 2019 Double Net Value Portfolio Has Performed Since December

As we enter the dog days of summer, with lower volume and perhaps more volatility, portfolio performance may get interesting.

Heads Up for Summer Intrigue if You Own These Stocks

A pair of private-prison operators, a meal kit company and a fashion retailer all are facing unique struggles at present.

Gold Is Showing That It Can Still Pack a Punch

The yellow metal is a beneficiary of the combination of 'rate cut mania' as well as global uncertainty,

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

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

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

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

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

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.

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