Jonathan Heller

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Jonathan Heller, CFA, is president of KEJ Financial Advisors, his fee-only financial planning company. Jon spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005.Expand

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 website, 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.Collapse

By

Jonathan Heller

 | Jun 20, 2016 | 1:00 PM EDT

VoIP firm snaps back 32% after market overreacts to merger news.

By

Jonathan Heller

 | Jun 8, 2016 | 4:00 PM EDT

Shares have given back one-third of their value since March.

By

Jonathan Heller

 | Jun 7, 2016 | 11:00 AM EDT

The restaurant chain is positioning itself well for a brand makeover, with a strong balance sheet and a willingness to divest poorly performing...

By

Jonathan Heller

 | Jun 6, 2016 | 1:00 PM EDT

Private-prison firm beats the S&P 500, but politics cloud its future.

By

Jonathan Heller

 | Jun 3, 2016 | 12:00 PM EDT

This small semiconductor name is showing some big numbers.

By

Jonathan Heller

 | Jun 2, 2016 | 8:30 AM EDT
JAB takeover deal laid out in the 14A filing. Here's the short version: 11/5/15-JAB approached KKD, offered $18.75/share 12/17/15-After several...
By

Jonathan Heller

 | Jun 1, 2016 | 1:00 PM EDT

KKD beat forecasts, but no one's challenging a $1.35B buyout offer.

By

Jonathan Heller

 | May 27, 2016 | 11:00 AM EDT

The eatery is down some 90% in 10 years, making it a potential value.

By

Jonathan Heller

 | May 25, 2016 | 1:00 PM EDT

Corvex believes Pandora would be better off as part of a larger company with deeper pockets.

By

Jonathan Heller

 | May 23, 2016 | 1:00 PM EDT

As an Amazon consumer, I get it. But as an investor, I don't. 

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