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Advisors / Pennsylvania / Furlong
21yrs

Jacob Riloff

Financial advisor at LPL Financial

Jacob Riloff has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Furlong, Pennsylvania. After two years at Victory Wealth Partners and three years at The Benchmark Group RIA Services, Jacob joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. Jacob holds the ChFC designation.

One of 8 advisors with offices in Furlong, and one of 7 fiduciaries.

Furlong, PAChFCFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience21 years (since 2005)
How that compares ?More experience than 63% of advisors nationwide
OfficeFurlong, PA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
    LPL Financial LLCCurrent firm
  2. 2024 – now
  3. 2021 – 2024
  4. 2016 – 2020
  5. 2013 – 2016
  6. 2012 – 2016
    World Investments, LLCPreviously
  7. Apr 2009 – Apr 2010
    Keystone Asset Advisors, L.P.Previously
  8. Oct 2005 – Aug 2007
    Medallion Advisory Services, LLCPreviously

Questions to ask Jacob

Tailored to Jacob’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Jacob

How do I contact Jacob?

Call LPL Financial at (704) 733-3300 and ask for Jacob Riloff. Jacob works from the Furlong, PA office.

How long has Jacob been a financial advisor?

Jacob has been in the industry since 2005, about 21 years. More experience than 63% of advisors nationwide.

What licenses does Jacob hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jacob a fiduciary?

Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jacob paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jacob for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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