K
$82.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
18 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2008
- Office Locations
- 1
Office Locations
-- Newtown PA
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.
Team overview
57 AVG AGE
$82.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JONATHAN M HELLER
President
- CRD
- #1840411
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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