Jared Cheung-yi Ong
Investment adviser representative at Prudent Investors
16 yearsExperience
1 stateRegistered in
$515.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Prudent InvestorsJan 2012 to now
- Prudent Investors NetworkSep 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Prudent Investors
Legal name: Prudent Investors Network, Inc.
$515.8MAssets managed
670Clients
3Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5022033
- Firm CRD
- 127284