Jacob Riloff

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → 03/2024
  Valens Group, Llc
  Marlton, NJ
• 01/2012 → 12/2016
  Tfs Securities, Inc.
  Lincroft, NJ
• 12/2016 → 03/2024
  Victory Asset Management Co., Inc.
  Mullica Hill, NJ
• 03/2024 → Present
  Lpl Financial
  Furlong, PA

Previous Registrations

• 2021-08-18 → 2024-01-02
  Victory Wealth Partners
  Furlong, PA
  Mullica Hill, NJ
• 2016-12-19 → 2020-12-31
  Victory Wealth Partners
  Furlong, PA
  Mullica Hill, NJ
• 2012-01-17 → 2016-12-14
  World Investments, Llc
  Turnersville, NJ
  King Of Prussia, PA
  Lincroft, NJ
• 2013-08-20 → 2016-10-20
  The Benchmark Group Ria Services, Llc
  Cherry Hill, NJ
• 2009-04-29 → 2010-04-12
  Keystone Asset Advisors, L.P.
  Oaks, PA
• 2005-10-24 → 2007-08-01
  Medallion Advisory Services, Llc
  Moorestown, NJ
  Marlton, PA

Other Businesses

1- 07/2023 / Victory Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 100 hrs mth / 5 hrs during trading / At reported business location(s) 2- 07/2023 / TFS MORTGAGE CORPORATION / MORTGAGE BROKERAGE / Investment Related / 1 hr mth / 4 hrs during trading / Start date: 07/17/2023 3- 07/2023 / JACOB RILOFF FINANCIAL / Non-Variable Insurance / Investment Related / 100 hrs mth / 3 hrs during trading / Start date: 07/17/2023

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-10-05
• S65 Uniform Investment Adviser Law Examination
  2005-10-05

Designations

• Chartered Financial Consultant

Other Names

• Jay Riloff