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Jonathan M Heller

Kej Financial Advisors

Newtown, PA

CRD 1840411

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Employer firm

Kej Financial Advisors CRD 144759

$82.3M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Kej Financial Advisors

Newtown, PA • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-03-12
PA RA APPROVED 2008-03-27
  • NJ RA
    APPROVED
    Since 2019-03-12
  • PA RA
    APPROVED
    Since 2008-03-27

Branch Locations

Newtown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kej Financial Advisors Llc Newtown PA 05/2008 Present
  • 05/2008 → Present
    Kej Financial Advisors Llc
    Newtown, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-07-25
  • S63 Uniform Securities Agent State Law Examination
    1988-07-25
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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