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Jack Anthony Riina

Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Focus Partners Wealth, LLCMay 2026 to now
  2. Belle Haven Investments, L.P.Aug 2021 to Apr 2026
  3. University of MarylandAug 2017 to May 2021
  4. New Rochelle High SchoolSep 2013 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (CT, NY).

Focus Partners Wealth, LLC

$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7426805
Firm CRD
159289
Advisor's SEC record (opens in a new tab)
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