DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jacob Riloff
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Jay Riloff
At current firm
2 y
since Feb 16, 2024
In the industry
22 y
since Aug 1, 2004 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Mar 12, 2024 · Furlong, Pa
- Victory Wealth Partners independent RIA currentsince Feb 16, 2024 · Mullica Hill, Nj
- Victory Wealth Partners independent RIAAug 18, 2021 to Jan 2, 2024 · Furlong, Pa
- Victory Wealth Partners independent RIADec 19, 2016 to Dec 31, 2020 · Furlong, Pa
- The Benchmark Group Ria Services, LLC state registeredAug 20, 2013 to Oct 20, 2016 · Cherry Hill, Nj
- World Advisory Services formerJan 17, 2012 to Dec 14, 2016 · Turnersville, Nj
- Keystone Asset Advisors, L.P. unclassifiedApr 29, 2009 to Apr 12, 2010 · Oaks, Pa
- Medallion Advisory Services, LLC unclassifiedOct 24, 2005 to Aug 1, 2007 · Moorestown, Nj
Moves
a registration end followed by a registration begin elsewhere
- World Advisory Services to The Benchmark Group Ria Services, LLCleft Dec 14, 2016, registered Aug 20, 2013 (-1212 days) · Other
- The Benchmark Group Ria Services, LLC to Victory Wealth Partnersleft Oct 20, 2016, registered Dec 19, 2016 (60 days) · Other
- Keystone Asset Advisors, L.P. to World Advisory Servicesleft Apr 12, 2010, registered Jan 17, 2012 (645 days) · Other
- Medallion Advisory Services, LLC to Keystone Asset Advisors, L.P.left Aug 1, 2007, registered Apr 29, 2009 (637 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address