Jian Wei Fu

Employer firm

Asset Strategy Advisors, LLC CRD 139879

$649M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2001 → 12/2019
  Advanced Education Consulting Services Llc
  Waltham, MA
• 03/2019 → Present
  Noble Club Financial Services Llc
  Auburndale, MA
• 07/2024 → Present
  Asset Strategy Advisors Llc
  Natick, MA
• 01/2026 → Present
  Concorde Investment Services
  Ann Arbor, MI

Other Businesses

1. Asset Strategy Advisors, investment-related. Registered Investment Provider, provides investment advisory and financial planning services. Start Date: July 2024. 1-5 hours/month during non-business hours, 1-5 hours/month during business hours. 2. Noble Club Financial Services LLC. Non-investment related. President, manage daily activities & service clients for tax & insurance needs. Start date: July 2020. 11-20 hours/month during non-business hours, 40+ hours/month during business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-19

Designations

• Certified Financial Planner