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JR

Jack A. Rio

PAR5 ADVISORS LLC
MIAMI, FL 33131
Some features on this profile are disabled
CRD#: 7883519
JR

Professional summary

Jack A Rio, who also goes by Jack Anthony Rio, is a registered financial advisor currently at PAR5 ADVISORS LLC located in Miami, Florida and PAR5 CAPITAL & CO LLC located in Miami, Florida.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jack has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jack Anthony Rio

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack A Rio's 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

November 6, 2025 - Present

PAR5 ADVISORS LLC

Office #1: 600 Brickell Avenue Suite 2520, Miami, FL 33131
RIA
CRD#: 327518
MIAMI, FL
Current

August 11, 2025 - Present

PAR5 CAPITAL & CO LLC

Office #1: 600 Brickell Avenue Suite 2520, Miami, FL 33131
BD
CRD#: 134657
Miami, FL
Past

March 12, 2024 - April 23, 2025

BMO CAPITAL MARKETS CORP.

BD
CRD#: 16686
Boca Raton, FL

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/11/2025)
IAR
Florida
(11/6/2025)
RR
New York
(10/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/28/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/21/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/7/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PA
PAR5 ADVISORS LLC
PAR5 ADVISORS LLC

CRD#: 327518 / SEC#:

Florida
Registered Investment Advisory firm - (6/26/2024 Approved)
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Contact information

Main Address
600 Brickell Avenue Suite 2520, Miami, FL 33131
Mailing Address
Phone number
(786) 638-5650
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 15,824,138

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.

Company Information

PAR5 ADVISORS LLC

CRD#: 327518Miami, FL 33131

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