Jonathan Heller is a CFA, CFP-designated registered investment advisor at Kej Financial Advisors, based in Newtown, PA, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 40 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KEJ Financial Advisors does not manage investments directly. They provide advice and recommendations, but clients execute trades themselves. They recommend no-load mutual funds.
Contact
Jonathan Heller
Location
Newtown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kej Financial Advisors
State Registrations2 states
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Exams
Additional Information
-20 Year veteran of the financial services industry -Ran Bloomberg's Equity Data Research Department -Former Director of Investment Communications at SEI -Former Senior Markets Editor/Writer for Bloomberg Personal Finance Magazine -Chartered Financial Analyst -MBA: Rider University -BA: Financial Planning/Economics, Grove City College