# Jonathan Heller

> Jonathan Heller is a fee-only financial advisor at KEJ Financial Advisors, LLC in Newtown, Pennsylvania, who holds the CFA, CFP and MBA credentials. Jonathan charges an ongoing planning fee and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jonathan-heller/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** KEJ Financial Advisors, LLC
- **Based in:** Newtown, Pennsylvania
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $82.3M across 112 accounts
- **Credentials:** CFA, CFP, MBA
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 1840411 (https://adviserinfo.sec.gov/individual/summary/1840411)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Exams passed:** Series 63 (1988)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://kejfinancial.com

## Frequently asked questions

### Is Jonathan Heller a fee-only financial advisor?

Yes. Jonathan Heller is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jonathan's firm.

### How does Jonathan charge for financial advice?

Jonathan charges an ongoing planning fee.

### Where is Jonathan Heller based?

Jonathan Heller is based in Newtown, Pennsylvania.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning and tax planning.

### What credentials does Jonathan Heller hold?

Jonathan Heller holds the CFA, CFP and MBA credentials.

### Is Jonathan Heller registered with the SEC?

Yes. Jonathan Heller is registered as an investment adviser representative in NJ and PA (CRD 1840411), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does KEJ Financial Advisors, LLC manage?

KEJ Financial Advisors, LLC reports $82.3M across 112 accounts in assets under management.

### How do I contact Jonathan Heller?

Through Jonathan's website, kejfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6150): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://kejfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.