B5 – Our Fiduciary Duty: Protecting Elders From Financial Exploitation

Jared Ong oversees portfolio management, trading and technology for Prudent
Investors. He has more than 15 years of experience working in the financial services
industry and holds a Series 65 license. Before joining Prudent in 2010, Jared previously
worked at Capital Group as a business systems analyst where he was integral in
improving the trade operations group’s equity, fixed income, and foreign exchange trade
processes.

Jeremy L. Lau serves as President and Chief Investment Officer of Prudent Investors Network (PIN). He is an SEC-Registered Investment Advisor (RIA) and specializes in managing assets for public and private fiduciaries and individual households. Before joining PIN he worked in investment banking as an Executive Director with Deutsche Bank’s convertible bond business in Hong Kong where he was responsible for the pricing, structuring, and distribution of hybrid capital from multinational corporations in the Asia Pacific region. Prior to this he worked with UBS Investment Bank’s Equity-Linked team and Deutsche Bank’s Credit/Fixed Income group in Tokyo. He earned a degree in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.