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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2008
- Office Locations
- 1
Office Locations
About KEJ Financial Advisors
KEJ Financial Advisors is a fee-only RIA in Newtown, PA providing ongoing, retainer-based comprehensive planning—tax preparation and planning, retirement, insurance, estate planning, and budgeting—alongside goal-aligned investment strategy and hands-on implementation. Focuses on individuals and families seeking coordinated advice across their full financial life. No commissions or product sales; portfolios are custodied through SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 44 clients, or 44 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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The full KEJ Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN M HELLER
President
- CRD
- #1840411
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $82,257,272 | -- |
| Total | $82,257,272 | -- |
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Separately Managed Accounts
SMA allocation detail is available
KEJ Financial Advisors has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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