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Jared Cheung-Yi Ong

PRUDENT INVESTORS NETWORK, INC.·LAKE FOREST, California
Unclaimed Profile
22932 EL TORO RD., LAKE FOREST, CA 92630CRD# 5022033Firm CRD# 127284
01

About

Jared Cheung-Yi Ong is a registered financial advisor based in LAKE FOREST, California, affiliated with PRUDENT INVESTORS NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PRUDENT INVESTORS NETWORK, INC.
PRUDENT INVESTORS
AUM
$295M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PRUDENT INVESTORS NETWORK, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5022033
Firm CRD# 127284
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Carolyne Tsai — QUEST CAPITAL STRATEGIES, INC.Robert Eugene Carey — QUEST CAPITAL STRATEGIES, INC.Kenneth Yuen — QUEST CAPITAL STRATEGIES, INC.Joseph Nikolson — QUEST CAPITAL STRATEGIES, INC.Ted Hop Ong — PRUDENT INVESTORS NETWORK, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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