Jonathan M. Heller
KEJ FINANCIAL ADVISORS
NEWTOWN, PA
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CRD#: 1840411
Professional summary
Jonathan M Heller, CFP® is a registered financial advisor currently at KEJ FINANCIAL ADVISORS located in Newtown, Pennsylvania.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jonathan has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Biography
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-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
Has been widely published in personal finance and investment circles
Question & Answer
What are your service offerings?
Investment Planning
Education Planning
Retirement Income Management
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Investment Advice without Ongo...
Professional Athletes or Enter...
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I have served on the board of directors of Aereon Corporation, 20 Nassau St, #223 Princeton NJ 08540, which is not an investment-related business, since August, 2010. The company, which is winding down, and has no revenue, was engaged in aeronautical research. I currently devote less than 1 hour/month to this role, none during normal business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan M Heller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
March 27, 2008 - Present
KEJ FINANCIAL ADVISORS
RIA
CRD#: 144759
NEWTOWN, PA
Past
June 21, 1988 - November 16, 1988
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(3/12/2019)
IAR
Pennsylvania(3/27/2008)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
KF
KEJ FINANCIAL ADVISORS
KEJ FINANCIAL ADVISORS | KEJ FINANCIAL ADVISORS, LLC
CRD#: 144759 / SEC#:
New Jersey
Registered Investment Advisory firm - (3/12/2019 Approved)Pennsylvania
Registered Investment Advisory firm - (3/27/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Newtown, PA
Mailing Address
Phone number
(215) 860-3605
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 118 |
| AUM (Assets Under Management) | $ 72,522,033 |
Red Flags
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