Kej Financial Advisors
Kej Financial Advisors (CRD# 144759) is a financial advisory firm headquartered in , . They manage $31,869,577 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts95ACCOUNTS
Average Account Value$335,469
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Heller (CRD# 1840411) is an Investment Advisor Representative working at Kej Financial Advisors in Newtown, PA and has over 29 years of experience in the finance industry. Jonathan Heller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.