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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Riloff is a financial advisor who has been in the industry since 1990. Jacob is currently registered with LPL Financial LLC and Victory Wealth Partners. Jacob is also a Chartered Financial Consultant. Jacob provides financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services. Jacob has previously worked with TFS Securities, Inc., Financial Network Investment Corporation, The Keystone Equities Group, L.P., Medallion Investment Services, Inc., Capital Analysts, Incorporated, The Advisors Group, Inc., American General Securities Incorporated, and Fidelity Equity Services Corporation. Jacob is a Series 6, Series 63, and Series 65 licensed financial advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/12/2024 - Present
LPL Financial LLC (Furlong PA)
PA
01/17/2012 - 12/14/2016
TFS SECURITIES, INC. (KING OF PRUSSIA PA)
PA
04/08/2010 - 12/31/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (RICHBORO PA)
NJ
08/03/2007 - 04/12/2010
THE KEYSTONE EQUITIES GROUP, L.P. (MARLTON NJ)
NJ
06/21/2005 - 08/01/2007
MEDALLION INVESTMENT SERVICES, INC. (MARLTON NJ)
OH
07/28/2000 - 09/10/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MD
10/22/1998 - 05/17/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
AZ
07/09/1998 - 10/26/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
OH
04/03/1995 - 06/25/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
12/17/1990 - 04/03/1995
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 10/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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