Unclaimed Profile

Jared Cheung-Yi Ong

PRUDENT INVESTORS NETWORK, INC.·LAKE FOREST, California

Series 65Clean record14 years registeredPRUDENT INVESTORS NETWORK, INC.

22932 EL TORO RD., LAKE FOREST, CA 92630CRD# 5022033Firm CRD# 127284

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jared Cheung-Yi Ong · LAKE FOREST, CA

Registration

CRD #5022033 · PRUDENT INVESTORS NETWORK, INC. · 14 years registered

Brand Profile

Not yet started

Career History

PRUDENT INVESTORS

Jan 2012 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 9, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRUDENT INVESTORS NETWORK, INC.

CRD 127284 · SEC 801-79432

AUM

$295M

Regulatory assets under management

Employees

586 client accounts

Services offered by PRUDENT INVESTORS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRUDENT INVESTORS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does Jared Cheung-Yi Ong offer?

Jared Cheung-Yi Ong specializes in Financial Planning, Investment Management. Contact their office in LAKE FOREST, California for a consultation.

What are Jared Cheung-Yi Ong's credentials?

Jared Cheung-Yi Ong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared Cheung-Yi Ong located?

Jared Cheung-Yi Ong is based in LAKE FOREST, California, working with PRUDENT INVESTORS NETWORK, INC.. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Jared Cheung-Yi Ong charge for services?

Jared Cheung-Yi Ong's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRUDENT INVESTORS NETWORK, INC.?

PRUDENT INVESTORS NETWORK, INC. has approximately 5 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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