Jacob Riloff has been an investment adviser representative at Victory Asset Management since February 2024, and is not listed among the firm’s executive officers or direct owners. Jacob Riloff holds a Bachelor of Science in Health and Business Administration from The Pennsylvania State University.
Victory Asset Management Co., Inc. is a Mullica Hill, NJ firm with $102M under management, 364 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Jacob Riloff is Strategic Consultant of Victory Wealth Partners and is registered as an Investment Advisor Representative. He specializes in business development issues for closely held businesses and their owners, including business succession planning, exit strategies and advanced insurance planning techniques. He has over twenty years of experience as a business-planning advisor.
Jacob Riloff’s longest registration was 4 years at TFS Advisory Services (2012–2016). Before joining Victory Asset Management in 2024, Jacob Riloff was registered through The Benchmark Group RIA Services, LLC and TFS Advisory Services.
- LPL Financial LLCAlso current– present · 2 yearsFurlong, PA · Adviser representative · Firm CRD 6413
- Victory Wealth PartnersCurrent– present · 2 yearsFurlong, PA · Adviser representative · Firm CRD 107203
- The Benchmark Group RIA Services, LLC– · 3 yearsVoorhees, NJ · Adviser representative · Firm CRD 153820
- TFS Advisory Services– · 4 yearsKing of Prussia, PA · Adviser representative · Firm CRD 20626
- Keystone Asset Advisors, L.P.– · under a yearOaks, PA · Adviser representative · Firm CRD 127543
- Medallion Advisory Services, LLC– · 1 yearMarlton, PA · Adviser representative · Firm CRD 113788
Professional designations
Listed by Victory Asset Management
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor for Senior Living (CASL®)
Investment adviser representative registrations
Jacob Riloff is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is New Jersey, in March 2024.
- New JerseySince 13 March 2024
- PennsylvaniaSince 16 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 October 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 December 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2089113
- Firm
- Victory Asset Management · CRD 107203
- Office
- Furlong, PA
- Registration
- Investment adviser registration
- In the industry since
- October 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- victorywealthpartners.com
Where does Jacob Riloff work?
Jacob Riloff is an investment adviser representative registered through Victory Asset Management Co., Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Riloff a financial advisor?
Yes. Jacob Riloff has a current investment-adviser registration in New Jersey and Pennsylvania, through Victory Asset Management since February 2024.
How many years of experience does Jacob Riloff have?
Jacob Riloff has 33 years in the financial industry, since October 1993, across 6 adviser firms.
What exams has Jacob Riloff passed?
Jacob Riloff has passed 3 licensing exams: the Series 6, Series 65 and Series 63. The earliest, the Series 6, was passed in December 1990. FINRA credited Jacob Riloff with the SIE, which began in October 2018.
Where did Jacob Riloff work before Victory Asset Management?
Before Victory Asset Management, Jacob Riloff was registered through Victory Fiduciary Consulting, August 2021 to January 2024; Victory Fiduciary Consulting, December 2016 to December 2020; The Benchmark Group RIA Services, LLC, August 2013 to October 2016; TFS Advisory Services, January 2012 to December 2016; Keystone Asset Advisors, L.P., April 2009 to April 2010; Medallion Advisory Services, LLC, October 2005 to August 2007.
Where is Jacob Riloff based?
Jacob Riloff’s registered office is in Furlong, PA.
Is Jacob Riloff registered with FINRA?
No. Jacob Riloff has no current broker registration.
How can I verify Jacob Riloff’s record?
Search CRD 2089113 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Riloff’s full registration record.
