Unclaimed Profile

Jessica Maria Rios

LOYOLA ASSET MANAGEMENT LLC·CORAL GABLES, Florida

SIE, Series 7, Series 7TO, Series 66Clean record16 years registeredLOYOLA ASSET MANAGEMENT LLC

55 MERRICK WAY, CORAL GABLES, FL 33134CRD# 5611653Firm CRD# 153255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Maria Rios · CORAL GABLES, FL

Registration

CRD #5611653 · LOYOLA ASSET MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOYOLA ASSET MANAGEMENT LLC

LOYOLA ASSET MANAGEMENT LLC

May 2017 – Dec 2025

CORAL GABLES, FL

RAYMOND JAMES & ASSOCIATES, INC.

Jan 2017 – Mar 2017

Miami, FL

DEUTSCHE BANK SECURITIES INC.

Dec 2009 – Jan 2017

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · December 2, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOYOLA ASSET MANAGEMENT LLC

CRD 153255 · SEC 801-78216

AUM

$204M

Regulatory assets under management

Employees

58 client accounts

Services offered by LOYOLA ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at LOYOLA ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jessica Maria Rios offer?

Jessica Maria Rios specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Jessica Maria Rios's credentials?

Jessica Maria Rios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Maria Rios located?

Jessica Maria Rios is based in CORAL GABLES, Florida, last registered with LOYOLA ASSET MANAGEMENT LLC.

How does Jessica Maria Rios charge for services?

Jessica Maria Rios's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOYOLA ASSET MANAGEMENT LLC?

LOYOLA ASSET MANAGEMENT LLC has approximately 5 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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