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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.


Find Jon on Linked In, and on Google+. 

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Recent Articles By The Author

A Lot of 'Ifs' Surround United Natural Foods Stock

Jonathan Heller

If UNFI can execute, pay down debt through a SUPERVALU asset sale, generate synergies...this could be a winner.

Small-Caps No Longer Own Bragging Rights Over Their Big Cousins

Jonathan Heller

Smaller stocks had outperformed large-caps for much of 2018, but now find themselves down for the year to date after a tough couple months.

2 Stocks Obscured by Market's Wild Ride

Jonathan Heller

Corning and Big 5 Sporting Goods both had big news Tuesday. Here is what it means for the companies, and how to play them.

Here's Why CPI Aerostructures Is Back in Net/Net Land

Jonathan Heller

The net/net cupboards remain as bare as I've seen them in many years.

To Doug Kass: Double or Nothing?

Jonathan Heller

Yes, I'm Already in Tax Loss Selling Mode

Jonathan Heller

Thinking about this year's losers that may selloff further into year-end.

Watching Tapestry but Not Ready to Take a Position

Jonathan Heller

The big question for TPR is whether the China concerns are overblown, or will continue to weigh on the sector.

2 Candidates For My 2019 Double Net Value Tracking Portfolio

Jonathan Heller

PDF Solutions and Tutor Perini are at my starting point of discovering new names that may meet my criteria.

Fresh Volatility May Create Value Buys, Though Sears Isn't Among Them

Jonathan Heller

Newell Brands could be worth a look, but retailer Sears appears to be a lost cause.

Stressed-Out Super Micro Computer Isn't Worth the Risk for This Bottom Fisher

Jonathan Heller

The dinged stock is just too volatile as the company deals with a public relations nightmare.

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