Jonathan Heller
KEJ Financial Advisors, LLC · Newtown, Pennsylvania
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.
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Specialties
Facts
| Firm | KEJ Financial Advisors, LLC |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $82.3M across 112 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in NJ, PA · CRD 1840411 |
| Exams passed | Series 63 (1988) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kejfinancial.com |
How Jonathan's firm compares
- KEJ Financial Advisors, LLC's average account is about $734,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- KEJ Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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