Jian Fu is a CFP-designated registered investment advisor, based in Wayland, MA, with 1 years of industry experience.
Location
14 West Plain St., Suite 201, Wayland, MA, 01778-4470
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jian is a realtor with Mass Boston Realty LLC since 2016, spending a few hours per week. Jian is also the manager for J&W Insurance LLC, dedicating a few hours per week.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
February 2026 - Present · 2 mos
Asset Strategy Advisors, LLC
August 2024 - Present · 1 yr 8 mos
State Registrations1 state
MA
Advisor
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Exams
No exam information available for this advisor.