Jack Rio
Advisor at PAR5 Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PAR5 Advisors LLC
Location
Miami, FL 33131
Credentials
Series 63, Series 65
Industry experience
1 year
About
Jack Rio is a financial advisor at PAR5 Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at BMO Capital Markets Corp. and 23rd Street Partners LLC. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm uses investor profiles to tailor strategies and employs both fundamental and technical analysis to implement long- and short-term approaches, managing accounts on either a discretionary or non-discretionary basis.
Fee options
$0 - $250,000: 2.50% $250,001 - $1,000,000: 2.25% $1,000,001+: 2.00%
Account minimum: $100,000
Location
600 Brickell Avenue, Suite 2520
Miami, FL 33131
Most active in
Jack R has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Par5 Advisors, LLC
2025 - Present (1 year)
Par5 Capital & Co., LLC
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
BMO Capital Markets Corp.
2024 - 2025 (1 year)
JustWell Health Partners Inc
2023 - 2024 (1 year)
23rd Street Partners LLC
2020 - 2023 (3 years)
The Tax Office of Charles J. Zimmerer, P.A.
2018 - 2020 (2 years)
Anthem Advisors, LLC
2018 - 2019 (1 year)
MassMutual
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Florida State University
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
Coral Gables, FL
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Lawrence W
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Leon S
Series 65
Surfside, FL
Thames Asset Management, Inc
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
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