Shiaujie Fu

HARBOR ADVISORS

West Palm Beach, FL 33401

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CRD#: 7326560

Professional summary

Shiaujie Fu, who also goes by Jack Fu, is a registered financial advisor currently at HARBOR ADVISORS located in West Palm Beach, Florida.

Shiaujie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Shiaujie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Fu

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) First Southern Bank - Board of Directors; Chartered Bank; Patterson, GA; 9/25/2019 - Present (2) JB Value Investors LLC - Managing Member; a personal investment holding vehicle; West Palm Beach, FL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shiaujie Fu's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 24, 2021 - Present

HARBOR ADVISORS

Office #1: 1400 Centrepark Blvd Suite 950, West Palm Beach, FL 33401

RIA

CRD#: 312432

West Palm Beach, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HARBOR ADVISORS

HARBOR ADVISORS | HARBOR ADVISORS LLC

CRD#: 312432 / SEC#: 801-120353

RIA

Registered Investment Advisory firm - (2/19/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/24/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

HARBOR ADVISORS

HARBOR ADVISORS | HARBOR ADVISORS LLC

CRD#: 312432 / SEC#: 801-120353

RIA

Registered Investment Advisory firm - (2/19/2021 Approved)

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Contact information

Main Address

1400 Centrepark Blvd Suite 950, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 459-2946

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HARBOR ADVISORS - DISCLOSURE BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 788,063,427

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Shiaujie Fu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shiaujie Fu's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARBOR ADVISORS

Primary Firm SEC Registration

HARBOR ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

HARBOR ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARBOR ADVISORS

TRUST BUT VERIFY

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