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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

Retail Madness Grows as Volatility Returns to the Market

Jonathan Heller

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

To Doug Kass: A New Wager?

Jonathan Heller

Biglari Holdings Still Has a Lot to Prove

Jonathan Heller

Still, shares have had a nice run since bottoming in March.

Here's a Preview of My 2021 Tax Loss Selling Portfolio

Jonathan Heller

The idea is to identify those that might ultimately recover in the new year.

3 Downtrodden Stocks That Offer Glimmers of Hope

Jonathan Heller

The Gap, Reading International and Valhi Inc. may have the worst behind them... maybe.

The Gap Gaps Higher, but Keep an Eye on Its Dividend Plans

Jonathan Heller

The retailer's shares jumped Monday on an upgrade, but let's see if it mentions when it might resume its dividend when reporting quarterly results Wednesday.

The August Triple Net Portfolio Update, Where Active Still Outperforms Passive

Jonathan Heller

Six of the eight active names are in positive territory.

Repeat Double-Net Offenders Return

Jonathan Heller

Rocky Brands, Olympic Steel, and Movado fall back.

We've Dodged Most Shortage Bullets Amid the Pandemic, but Speaking of Bullets...

Jonathan Heller

The stocks of companies that make and sell guns and ammunition have done very well this year.

Renewed Life for the Tax Loss Selling Recovery Portfolio

Jonathan Heller

The idea behind this annual 'experiment' is to identify potentially 'cheap' names with 3 attributes.

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