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

So Far, So Good for My 2019 Double-Net Value Portfolio

The 22 names in the portfolio as a group are outpacing the value components of the Russell 2000 and Russell Microcap indices.

VOXX International Rocks, but Richardson Electronics Short Circuits

Shares of two deep-value plays head in different directions following their earnings announcements.

Few Places to Hide in Retail Today

Many retail stocks are getting hammered.

Will These 12 Stocks Rebound in 2019?

With eight of the 12 names in positive territory so far, up an average of 3.2%, they are off to a decent start.

2019 Is Already Bringing Angst, and Opportunity, for the Value Investor

When there is real market turmoil, the smaller names usually are damaged more than their large-cap cousins.

Early 2019 Market Action Benefits These 3 Stocks

It's been fun to watch some of the stocks that got beaten up badly in 2018 show some signs of life early in the New Year.

Hooker Furniture: A Benjamin Graham-Based Defensive Stock for the New Year

Let's start the new year with a nod toward the father of value investing.

Quit Fitbit, My Disappointing 2018 Favorite Stock? Not Yet

Fitbit's balance sheet remains solid and I still believe it is undervalued.

Newell Brands and JAKKS Pacific Continue to Disappoint

NWL has lost some 25% since October, while JAKK has shed more than 30% despite a Friday rebound.

Small-Caps Are (Mostly) Avoiding The Latest Round of Market Whiplash

Those names in the green are not what one might expect, including some specialty retailers from my double-net value portfolio.

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