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RIA / WealthAdvisorChartered Financial Consultant22 years in industry

JACOB RILOFF

Advisor at VICTORY WEALTH PARTNERS

Furlong, PA | MULLICA HILL, NJ | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:31609d39-72b6-1216-2b0e-dfff36ce4c6a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VICTORY WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Oct 5, 2005
First registration: Oct 24, 2005
Dual registered: no
Other names: JAY RILOFF
IAPD individual key: 2089113

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 12, 2024	n/a	yes	Furlong, PA\|SAN DIEGO, CA	Current employment
VICTORY WEALTH PARTNERS	Independent wealth	Feb 16, 2024	n/a	yes	MULLICA HILL, NJ\|Furlong, PA	Current employment
VICTORY WEALTH PARTNERS	Independent wealth	Aug 18, 2021	Jan 2, 2024	no	Furlong, PA\|MULLICA HILL, NJ	Previous registration
VICTORY WEALTH PARTNERS	Independent wealth	Dec 19, 2016	Dec 31, 2020	no	FURLONG, PA\|MULLICA HILL, NJ	Previous registration
THE BENCHMARK GROUP RIA SERVICES, LLC	State registered	Aug 20, 2013	Oct 20, 2016	no	CHERRY HILL, NJ	Previous registration
WORLD ADVISORY SERVICES	Former SEC adviser	Jan 17, 2012	Dec 14, 2016	no	TURNERSVILLE, NJ\|KING OF PRUSSIA, PA\|LINCROFT, NJ	Previous registration
KEYSTONE ASSET ADVISORS, L.P.	n/a	Apr 29, 2009	Apr 12, 2010	no	OAKS, PA	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Oct 24, 2005	Aug 1, 2007	no	MOORESTOWN, NJ\|MARLTON, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WORLD ADVISORY SERVICES	THE BENCHMARK GROUP RIA SERVICES, LLC	Dec 14, 2016	Aug 20, 2013	-1,212	Firm change after gap	Other
THE BENCHMARK GROUP RIA SERVICES, LLC	VICTORY WEALTH PARTNERS	Oct 20, 2016	Dec 19, 2016	60	Firm change	Other
KEYSTONE ASSET ADVISORS, L.P.	WORLD ADVISORY SERVICES	Apr 12, 2010	Jan 17, 2012	645	Firm change after gap	Other
MEDALLION ADVISORY SERVICES, LLC	KEYSTONE ASSET ADVISORS, L.P.	Aug 1, 2007	Apr 29, 2009	637	Firm change after gap	Other

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Mar 12, 2024 to presentfactForm ADV
→ VICTORY WEALTH PARTNERSRegistered adviserregistration: previous registration
Aug 18, 2021 to Jan 2, 2024factForm ADV
→ WORLD ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 17, 2012 to Dec 14, 2016factForm ADV
→ THE BENCHMARK GROUP RIA SERVICES, LLCRegistered adviserregistration: previous registration
Aug 20, 2013 to Oct 20, 2016factForm ADV
→ KEYSTONE ASSET ADVISORS, L.P.Registered adviserregistration: previous registration
Apr 29, 2009 to Apr 12, 2010factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 24, 2005 to Aug 1, 2007factForm ADV

Dated events

No dated event names this entity yet.