Kej Financial Advisors

Kej Financial Advisors (CRD# 144759) is a financial advisory firm headquartered in , . They manage $64,602,853 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.kejfinancial.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $587,299
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Kej Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Heller, financial advisor Newtown PA
Jonathan M. Heller
CRD#: 1840411
Newtown, PA

Jonathan Heller (CRD# 1840411) is an Investment Advisor Representative working at Kej Financial Advisors in Newtown, PA and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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