& Events


Jed Velarde is currently a COL ​Wealth Trainer and the Executive Assistant on Financial Literacy Advocacy of COL Chairman, Edward Lee. He regularly conducts in-house basic stock market investing seminars under COL Financial.

Moreover, he spearheads all trainings and seminars among various organizations and learning institutions to expand their reach in the Philippines and to other countries. He concurrently handles the partnership engagement program under the COL Executive Office, social media monitoring thrust, and the training, advocacy, and marketing ​initiatives of all COL Investor Centers in Davao, Cebu, and Ilocos.

Jed has been partnering with organizations to effectively engage students on proper and effective learning opportunities in the capital market through a standard educational stock market curriculum undertaking among others.

Prior to his current job, he was the Institute Director of the Institute of Strategy and Valuation (ISV) and oversaw other special projects of EAS.

Part of his personal and skill development efforts is to actively involve himself in Toastmasters International that enhanced his communication and leadership skills necessary for him to be more effective in his calling and vocation.


CFA Japan – The Financial Statement Disaster Buried in
Equity & Credit Research Worldwide
Thursday, September 19, 2019
Room 1, Fine Tokyo, 5th Floor, South Tower,
Chiyoda-ku, Tokyo, Japan
Stansberry Research – The Stansberry Conference
& Alliance Partner Meeting
Monday and Tuesday, October 7 and 8, 2019
Aria Resort & Casino, Las Vegas, Nevada, USA
CFA Institute – 2019 Fixed Income Management Conference
Thursday and Friday, October 17 and 18, 2019
Westin Copley Place Hotel, Boston, USA
CFA Institute – 2019 Equity Research and Valuation Conference
Thursday and Friday, November 14 and 15, 2019
Midtown Hilton Hotel, New York, USA




(+632) 470 3188

(+646) 491 2601

2803-D West Tower, Philippine Stock Exchange
Exchange Road, Ortigas Center,
Pasig City, 1605, Philippines

110 Cambridge St., Cambridge,
MA 02141, USA