Shiaujie Fu

Employer firm

Harbor Advisors CRD 312432

$852M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• FINANCIAL CONSULTING; FAMILY OFFICE & WEALTH PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → Present
  Harbor Advisors Llc
  West Palm Beach, FL
• 12/2020 → Present
  Harbor Advisors Llc
  West Palm Beach, FL

Other Businesses

(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

Designations

• Chartered Financial Analyst

Other Names

• Jack Fu